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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 | $9,220 | $105,856-91.3% | $90,161-89.8% | $147,586-93.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.70% | 37.63%-16.9pp | 34.89%-14.2pp | 578.59%-557.9pp |
| Employer contribution / active EE | $2,196 | $4,126-46.8% | $3,318-33.8% | $4,876-55.0% |
| Participant deferral / active EE | $2,196 | $5,733-61.7% | $5,287-58.5% | $5,439-59.6% |
| Admin fee / account holder | $30 | $8,046-99.6% | $5,943-99.5% | $10,886-99.7% |