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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 | $9,973 | $90,486-89.0% | $78,676-87.3% | $273,972-96.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.63% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $779 | $3,175-75.5% | $2,850-72.7% | $4,869-84.0% |
| Participant deferral / active EE | $689 | $3,901-82.3% | $3,517-80.4% | $5,287-87.0% |
| Admin fee / account holder | $35 | $5,263-99.3% | $4,510-99.2% | $10,133-99.7% |