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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 | $10,901 | $117,829-90.7% | $102,423-89.4% | $145,877-92.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 33.71% | 31.83%+1.9pp | 29.42%+4.3pp | 551.28%-517.6pp |
| Employer contribution / active EE | $4,560 | $3,615+26.2% | $3,023+50.8% | $4,663-2.2% |
| Participant deferral / active EE | $4,560 | $5,732-20.5% | $5,054-9.8% | $6,691-31.8% |
| Admin fee / account holder | $28 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |