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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 | $6,639 | $232,540-97.1% | $185,117-96.4% | $147,586-95.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.97% | 43.03%-32.1pp | 40.50%-29.5pp | 578.59%-567.6pp |
| Employer contribution / active EE | $510 | $5,195-90.2% | $4,182-87.8% | $4,876-89.5% |
| Participant deferral / active EE | $1,900 | $5,834-67.4% | $5,045-62.3% | $5,439-65.1% |
| Admin fee / account holder | $63 | $10,275-99.4% | $8,159-99.2% | $10,886-99.4% |