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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 | $9,915 | $127,387-92.2% | $115,038-91.4% | $125,389-92.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.78% | 31.28%-29.5pp | 26.14%-24.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $1,302 | $5,166-74.8% | $4,608-71.7% | $4,866-73.2% |
| Participant deferral / active EE | $3,479 | $6,423-45.8% | $6,026-42.3% | $5,352-35.0% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |