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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 | $7,364 | $91,037-91.9% | $71,671-89.7% | $147,586-95.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.93% | 20.48%-3.5pp | 20.65%-3.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,079 | $3,327-67.6% | $2,460-56.1% | $4,876-77.9% |
| Participant deferral / active EE | $3,079 | $4,498-31.6% | $3,438-10.4% | $5,439-43.4% |
| Admin fee / account holder | $29 | $8,613-99.7% | $5,558-99.5% | $10,886-99.7% |