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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 | $9,365 | $171,272-94.5% | $127,803-92.7% | $152,885-93.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 23.08% | 23.54%-0.5pp | 26.14%-3.1pp | 345.39%-322.3pp |
| Employer contribution / active EE | $2,420 | $5,451-55.6% | $4,576-47.1% | $4,763-49.2% |
| Participant deferral / active EE | $4,176 | $7,043-40.7% | $6,023-30.7% | $5,851-28.6% |
| Admin fee / account holder | $43 | $14,540-99.7% | $9,399-99.5% | $11,598-99.6% |