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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 | $5,306 | $104,251-94.9% | $91,004-94.2% | $147,586-96.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 31.48% | 27.06%+4.4pp | 4.60%+26.9pp | 578.59%-547.1pp |
| Employer contribution / active EE | $951 | $3,116-69.5% | $2,456-61.3% | $4,876-80.5% |
| Participant deferral / active EE | $2,224 | $4,195-47.0% | $3,548-37.3% | $5,439-59.1% |
| Admin fee / account holder | $77 | $8,948-99.1% | $5,417-98.6% | $10,886-99.3% |