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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 | $8,813 | $149,741-94.1% | $118,914-92.6% | $158,982-94.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 26.23% | 19.94%+6.3pp | 35.89%-9.7pp | 302.99%-276.8pp |
| Employer contribution / active EE | $1,352 | $4,119-67.2% | $3,264-58.6% | $4,763-71.6% |
| Participant deferral / active EE | $1,740 | $5,226-66.7% | $4,266-59.2% | $5,983-70.9% |
| Admin fee / account holder | $34 | $8,607-99.6% | $6,582-99.5% | $11,252-99.7% |