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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 | $5,495 | $169,237-96.8% | $129,339-95.8% | $145,978-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.35% | 14364.43%-14351.1pp | 9437.05%-9423.7pp | 550.52%-537.2pp |
| Employer contribution / active EE | $783 | $5,540-85.9% | $4,154-81.2% | $4,662-83.2% |
| Participant deferral / active EE | $1,381 | $4,991-72.3% | $4,170-66.9% | $6,690-79.4% |
| Admin fee / account holder | $28 | $9,882-99.7% | $7,668-99.6% | $13,400-99.8% |