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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 | $7,857 | $106,247-92.6% | $96,515-91.9% | $139,466-94.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.33% | 38.47%-10.1pp | 35.73%-7.4pp | 373.66%-345.3pp |
| Employer contribution / active EE | $1,659 | $4,106-59.6% | $3,740-55.6% | $4,754-65.1% |
| Participant deferral / active EE | $2,674 | $5,456-51.0% | $4,880-45.2% | $6,712-60.2% |
| Admin fee / account holder | $7 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |