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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 | $7,784 | $108,882-92.9% | $96,754-92.0% | $154,746-95.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.01% | 98.39%-78.4pp | 82.04%-62.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $570 | $3,018-81.1% | $2,679-78.7% | $4,379-87.0% |
| Participant deferral / active EE | $1,498 | $5,323-71.9% | $4,758-68.5% | $6,730-77.7% |
| Admin fee / account holder | $81 | $10,200-99.2% | $8,905-99.1% | $14,365-99.4% |