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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 | $10,462 | $117,444-91.1% | $99,479-89.5% | $152,909-93.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 27.12% | 31.87%-4.7pp | 30.72%-3.6pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,917 | $3,014-3.2% | $2,540+14.8% | $4,764-38.8% |
| Participant deferral / active EE | $4,000 | $4,086-2.1% | $3,619+10.5% | $5,851-31.6% |
| Admin fee / account holder | $100 | $7,635-98.7% | $6,253-98.4% | $11,601-99.1% |