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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 | $4,014 | $106,267-96.2% | $96,520-95.8% | $139,456-97.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 47.01% | 38.45%+8.6pp | 35.72%+11.3pp | 373.45%-326.4pp |
| Employer contribution / active EE | $1,425 | $4,105-65.3% | $3,739-61.9% | $4,753-70.0% |
| Participant deferral / active EE | $2,451 | $5,454-55.1% | $4,879-49.8% | $6,711-63.5% |
| Admin fee / account holder | $10 | $7,882-99.9% | $6,733-99.9% | $11,407-99.9% |