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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 | $7,947 | $111,814-92.9% | $103,378-92.3% | $145,978-94.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.37% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,457 | $4,215-41.7% | $3,870-36.5% | $4,662-47.3% |
| Participant deferral / active EE | $3,750 | $5,618-33.3% | $5,058-25.9% | $6,690-43.9% |
| Admin fee / account holder | $267 | $9,764-97.3% | $8,401-96.8% | $13,400-98.0% |