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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 | $7,010 | $169,361-95.9% | $129,397-94.6% | $145,877-95.2% |
| Participation rate | 94.4% | 76.5%+18.0pp | 69.6%+24.8pp | 80.3%+14.1pp |
| Annual return | 17.30% | 14395.54%-14378.2pp | 9453.98%-9436.7pp | 551.28%-534.0pp |
| Employer contribution / active EE | $708 | $5,542-87.2% | $4,154-83.0% | $4,663-84.8% |
| Participant deferral / active EE | $1,142 | $4,987-77.1% | $4,167-72.6% | $6,691-82.9% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |