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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 | $6,404 | $106,247-94.0% | $96,515-93.4% | $139,466-95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.19% | 38.47%-6.3pp | 35.73%-3.5pp | 373.66%-341.5pp |
| Employer contribution / active EE | $2,758 | $4,106-32.8% | $3,740-26.3% | $4,754-42.0% |
| Participant deferral / active EE | $3,312 | $5,456-39.3% | $4,880-32.1% | $6,712-50.7% |
| Admin fee / account holder | $67 | $7,885-99.1% | $6,735-99.0% | $11,409-99.4% |