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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 | $8,315 | $110,337-92.5% | $102,383-91.9% | $145,877-94.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,313 | $4,216-68.9% | $3,870-66.1% | $4,663-71.8% |
| Participant deferral / active EE | $5,874 | $5,621+4.5% | $5,060+16.1% | $6,691-12.2% |
| Admin fee / account holder | $40 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |