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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 | $9,277 | $106,280-91.3% | $96,538-90.4% | $139,487-93.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.07% | 38.48%-7.4pp | 35.74%-4.7pp | 373.84%-342.8pp |
| Employer contribution / active EE | $2,038 | $4,107-50.4% | $3,740-45.5% | $4,755-57.1% |
| Participant deferral / active EE | $5,145 | $5,457-5.7% | $4,880+5.4% | $6,713-23.4% |
| Admin fee / account holder | $72 | $7,888-99.1% | $6,737-98.9% | $11,407-99.4% |