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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 | $7,223 | $134,817-94.6% | $123,973-94.2% | $155,188-95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 21.63% | 515.49%-493.9pp | 388.13%-366.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,043 | $4,425-76.4% | $4,126-74.7% | $4,248-75.5% |
| Participant deferral / active EE | $2,220 | $5,706-61.1% | $5,247-57.7% | $6,531-66.0% |
| Admin fee / account holder | $36 | $13,245-99.7% | $11,799-99.7% | $14,480-99.8% |