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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 | $7,528 | $106,247-92.9% | $96,515-92.2% | $139,466-94.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 47.88% | 38.47%+9.4pp | 35.73%+12.2pp | 373.66%-325.8pp |
| Employer contribution / active EE | $2,408 | $4,106-41.4% | $3,740-35.6% | $4,754-49.4% |
| Participant deferral / active EE | $2,856 | $5,456-47.7% | $4,880-41.5% | $6,712-57.5% |
| Admin fee / account holder | $19 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |