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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 | $8,748 | $106,247-91.8% | $96,515-90.9% | $139,466-93.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.85% | 38.47%-13.6pp | 35.73%-10.9pp | 373.66%-348.8pp |
| Employer contribution / active EE | $1,558 | $4,106-62.1% | $3,740-58.3% | $4,754-67.2% |
| Participant deferral / active EE | $3,854 | $5,456-29.4% | $4,880-21.0% | $6,712-42.6% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |