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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 | $10,985 | $105,856-89.6% | $90,161-87.8% | $147,586-92.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 41.01% | 37.63%+3.4pp | 34.89%+6.1pp | 578.59%-537.6pp |
| Employer contribution / active EE | $4,492 | $4,126+8.9% | $3,318+35.4% | $4,876-7.9% |
| Participant deferral / active EE | $4,492 | $5,733-21.6% | $5,287-15.0% | $5,439-17.4% |
| Admin fee / account holder | $57 | $8,046-99.3% | $5,943-99.0% | $10,886-99.5% |