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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 | $3,827 | $106,247-96.4% | $96,515-96.0% | $139,466-97.3% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 47.66% | 38.47%+9.2pp | 35.73%+11.9pp | 373.66%-326.0pp |
| Employer contribution / active EE | $1,686 | $4,106-58.9% | $3,740-54.9% | $4,754-64.5% |
| Participant deferral / active EE | $3,781 | $5,456-30.7% | $4,880-22.5% | $6,712-43.7% |
| Admin fee / account holder | $264 | $7,885-96.7% | $6,735-96.1% | $11,409-97.7% |