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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 | $7,724 | $103,038-92.5% | $90,324-91.4% | $152,909-94.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.45% | 95.25%-83.8pp | 78.15%-66.7pp | 345.46%-334.0pp |
| Employer contribution / active EE | $997 | $3,141-68.3% | $2,856-65.1% | $4,764-79.1% |
| Participant deferral / active EE | $777 | $4,282-81.9% | $3,885-80.0% | $5,851-86.7% |
| Admin fee / account holder | $21 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |