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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 | $8,803 | $228,352-96.1% | $185,835-95.3% | $158,966-94.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.31% | 40.81%-20.5pp | 35.96%-15.6pp | 302.95%-282.6pp |
| Employer contribution / active EE | $624 | $4,967-87.4% | $4,087-84.7% | $4,762-86.9% |
| Participant deferral / active EE | $1,785 | $6,416-72.2% | $5,633-68.3% | $5,983-70.2% |
| Admin fee / account holder | $11 | $11,867-99.9% | $9,502-99.9% | $11,250-99.9% |