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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 | $10,108 | $113,338-91.1% | $94,993-89.4% | $147,586-93.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 28.38% | 20.80%+7.6pp | 27.14%+1.2pp | 578.59%-550.2pp |
| Employer contribution / active EE | $998 | $3,160-68.4% | $2,603-61.7% | $4,876-79.5% |
| Participant deferral / active EE | $5,174 | $3,777+37.0% | $3,317+56.0% | $5,439-4.9% |
| Admin fee / account holder | $99 | $6,063-98.4% | $4,960-98.0% | $10,886-99.1% |