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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 | $7,319 | $101,063-92.8% | $81,473-91.0% | $147,586-95.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.72% | 32.41%-15.7pp | 38.78%-22.1pp | 578.59%-561.9pp |
| Employer contribution / active EE | $880 | $3,206-72.5% | $2,568-65.7% | $4,876-82.0% |
| Participant deferral / active EE | $1,145 | $4,242-73.0% | $3,537-67.6% | $5,439-78.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |