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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 | $7,093 | $106,280-93.3% | $96,538-92.7% | $139,487-94.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.67% | 38.48%-11.8pp | 35.74%-9.1pp | 373.84%-347.2pp |
| Employer contribution / active EE | $1,415 | $4,107-65.6% | $3,740-62.2% | $4,755-70.3% |
| Participant deferral / active EE | $2,340 | $5,457-57.1% | $4,880-52.0% | $6,713-65.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |