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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 | $10,797 | $106,280-89.8% | $96,538-88.8% | $139,487-92.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.93% | 38.48%-22.6pp | 35.74%-19.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $1,237 | $4,107-69.9% | $3,740-66.9% | $4,755-74.0% |
| Participant deferral / active EE | $2,158 | $5,457-60.5% | $4,880-55.8% | $6,713-67.9% |
| Admin fee / account holder | $6 | $7,888-99.9% | $6,737-99.9% | $11,407-99.9% |