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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 | $7,710 | $100,970-92.4% | $96,576-92.0% | $137,256-94.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.41% | 38.16%-14.7pp | 38.47%-15.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,748 | $3,809-54.1% | $3,553-50.8% | $4,156-57.9% |
| Participant deferral / active EE | $2,700 | $8,286-67.4% | $7,956-66.1% | $6,407-57.9% |
| Admin fee / account holder | $44 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |