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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,196 | $95,915-91.5% | $79,580-89.7% | $134,532-93.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | 11.84% | -2.71%+14.6pp | 0.15%+11.7pp | 418.27%-406.4pp |
| Employer contribution / active EE | $2,308 | $3,129-26.2% | $2,413-4.4% | $4,741-51.3% |
| Participant deferral / active EE | $2,765 | $4,693-41.1% | $3,985-30.6% | $6,401-56.8% |
| Admin fee / account holder | $8 | $9,132-99.9% | $6,835-99.9% | $11,429-99.9% |