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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 | $10,759 | $90,486-88.1% | $78,676-86.3% | $273,972-96.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.45% | 75.62%-68.2pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,167 | $3,175-63.2% | $2,850-59.0% | $4,869-76.0% |
| Participant deferral / active EE | $1,736 | $3,901-55.5% | $3,517-50.6% | $5,287-67.2% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |