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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 | $9,715 | $86,701-88.8% | $73,309-86.7% | $125,389-92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 16.01% | 2.78%+13.2pp | 5.67%+10.3pp | 282.24%-266.2pp |
| Employer contribution / active EE | $755 | $4,152-81.8% | $3,237-76.7% | $4,866-84.5% |
| Participant deferral / active EE | $1,832 | $5,549-67.0% | $4,991-63.3% | $5,352-65.8% |
| Admin fee / account holder | $1 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |