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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 | $7,066 | $110,278-93.6% | $95,740-92.6% | $139,466-94.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.94% | 27.19%-12.2pp | 28.41%-13.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $657 | $3,260-79.9% | $2,836-76.9% | $4,754-86.2% |
| Participant deferral / active EE | $1,035 | $4,674-77.9% | $4,244-75.6% | $6,712-84.6% |
| Admin fee / account holder | $16 | $6,613-99.8% | $5,676-99.7% | $11,409-99.9% |