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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 | $10,318 | $83,337-87.6% | $67,834-84.8% | $273,972-96.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.32% | 259.45%-252.1pp | 138.47%-131.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,253 | $3,287+29.4% | $2,403+76.9% | $4,869-12.7% |
| Participant deferral / active EE | $2,859 | $4,088-30.1% | $3,160-9.5% | $5,287-45.9% |
| Admin fee / account holder | $3 | $6,752-100.0% | $4,622-99.9% | $10,133-100.0% |