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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 | $6,777 | $112,729-94.0% | $98,716-93.1% | $137,256-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 29.61% | 38.48%-8.9pp | 31.81%-2.2pp | 220.34%-190.7pp |
| Employer contribution / active EE | $731 | $2,725-73.2% | $2,279-67.9% | $4,156-82.4% |
| Participant deferral / active EE | $3,149 | $4,640-32.1% | $4,048-22.2% | $6,407-50.9% |
| Admin fee / account holder | $202 | $10,129-98.0% | $8,703-97.7% | $12,270-98.4% |