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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 | $8,980 | $117,829-92.4% | $102,423-91.2% | $145,877-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.01% | 31.83%-12.8pp | 29.42%-10.4pp | 551.28%-532.3pp |
| Employer contribution / active EE | $2,472 | $3,615-31.6% | $3,023-18.2% | $4,663-47.0% |
| Participant deferral / active EE | $2,950 | $5,732-48.5% | $5,054-41.6% | $6,691-55.9% |
| Admin fee / account holder | $9 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |