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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 | $7,741 | $169,237-95.4% | $129,339-94.0% | $145,978-94.7% |
| Participation rate | 89.5% | 76.5%+13.0pp | 69.6%+19.8pp | 80.3%+9.2pp |
| Annual return | 9.60% | 14364.43%-14354.8pp | 9437.05%-9427.4pp | 550.52%-540.9pp |
| Employer contribution / active EE | $702 | $5,540-87.3% | $4,154-83.1% | $4,662-84.9% |
| Participant deferral / active EE | $1,127 | $4,991-77.4% | $4,170-73.0% | $6,690-83.2% |
| Admin fee / account holder | $25 | $9,882-99.7% | $7,668-99.7% | $13,400-99.8% |