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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 | $8,036 | $113,339-92.9% | $94,993-91.5% | $147,585-94.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 30.37% | 20.77%+9.6pp | 27.12%+3.2pp | 578.56%-548.2pp |
| Employer contribution / active EE | $1,977 | $3,160-37.4% | $2,603-24.1% | $4,876-59.5% |
| Participant deferral / active EE | $4,571 | $3,777+21.0% | $3,317+37.8% | $5,439-16.0% |
| Admin fee / account holder | $57 | $6,063-99.1% | $4,960-98.9% | $10,885-99.5% |