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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 | $21,958 | $232,540-90.6% | $185,117-88.1% | $147,585-85.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.82% | 43.03%-36.2pp | 40.50%-33.7pp | 578.58%-571.8pp |
| Employer contribution / active EE | $714 | $5,195-86.3% | $4,182-82.9% | $4,876-85.4% |
| Participant deferral / active EE | $4,688 | $5,834-19.6% | $5,045-7.1% | $5,439-13.8% |
| Admin fee / account holder | $188 | $10,275-98.2% | $8,159-97.7% | $10,886-98.3% |