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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 | $5,308 | $85,024-93.8% | $70,544-92.5% | $139,466-96.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.74% | 30.39%-13.7pp | 32.79%-16.1pp | 373.66%-356.9pp |
| Employer contribution / active EE | $905 | $3,912-76.9% | $2,976-69.6% | $4,754-81.0% |
| Participant deferral / active EE | $2,262 | $5,891-61.6% | $4,568-50.5% | $6,712-66.3% |
| Admin fee / account holder | $6 | $8,928-99.9% | $6,427-99.9% | $11,409-99.9% |