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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 | $7,763 | $112,729-93.1% | $98,716-92.1% | $137,256-94.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.97% | 38.48%-13.5pp | 31.81%-6.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,118 | $2,725-59.0% | $2,279-50.9% | $4,156-73.1% |
| Participant deferral / active EE | $3,008 | $4,640-35.2% | $4,048-25.7% | $6,407-53.1% |
| Admin fee / account holder | $18 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |