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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 | $7,368 | $91,037-91.9% | $71,671-89.7% | $147,585-95.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.02% | 20.48%-5.5pp | 20.65%-5.6pp | 578.58%-563.6pp |
| Employer contribution / active EE | $1,695 | $3,327-49.1% | $2,460-31.1% | $4,876-65.2% |
| Participant deferral / active EE | $3,284 | $4,498-27.0% | $3,438-4.5% | $5,439-39.6% |
| Admin fee / account holder | $221 | $8,613-97.4% | $5,558-96.0% | $10,886-98.0% |