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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 | $2,776 | $100,262-97.2% | $81,370-96.6% | $145,897-98.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.31% | 34.52%-26.2pp | 24.85%-16.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,076 | $2,979-63.9% | $2,464-56.3% | $4,663-76.9% |
| Participant deferral / active EE | $1,460 | $4,612-68.3% | $3,885-62.4% | $6,689-78.2% |
| Admin fee / account holder | $185 | $8,163-97.7% | $5,749-96.8% | $13,390-98.6% |