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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 | $7,698 | $106,247-92.8% | $96,515-92.0% | $139,466-94.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 43.62% | 38.47%+5.2pp | 35.73%+7.9pp | 373.66%-330.0pp |
| Employer contribution / active EE | $2,450 | $4,106-40.3% | $3,740-34.5% | $4,754-48.5% |
| Participant deferral / active EE | $3,917 | $5,456-28.2% | $4,880-19.7% | $6,712-41.6% |
| Admin fee / account holder | $81 | $7,885-99.0% | $6,735-98.8% | $11,409-99.3% |