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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 | $12,211 | $117,433-89.6% | $99,475-87.7% | $152,897-92.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 37.78% | 31.87%+5.9pp | 30.72%+7.1pp | 345.43%-307.7pp |
| Employer contribution / active EE | $1,310 | $3,013-56.5% | $2,540-48.4% | $4,764-72.5% |
| Participant deferral / active EE | $5,445 | $4,086+33.3% | $3,619+50.5% | $5,851-6.9% |
| Admin fee / account holder | $89 | $7,634-98.8% | $6,252-98.6% | $11,599-99.2% |