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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 | $7,721 | $106,267-92.7% | $96,520-92.0% | $139,456-94.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.81% | 38.45%-20.6pp | 35.72%-17.9pp | 373.45%-355.6pp |
| Employer contribution / active EE | $2,854 | $4,105-30.5% | $3,739-23.7% | $4,753-39.9% |
| Participant deferral / active EE | $3,564 | $5,454-34.7% | $4,879-26.9% | $6,711-46.9% |
| Admin fee / account holder | $17 | $7,882-99.8% | $6,733-99.8% | $11,407-99.9% |