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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 | $3,274 | $84,518-96.1% | $67,704-95.2% | $125,389-97.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 17.16% | 2.57%+14.6pp | 25.41%-8.3pp | 282.24%-265.1pp |
| Employer contribution / active EE | $977 | $3,292-70.3% | $2,559-61.8% | $4,866-79.9% |
| Participant deferral / active EE | $1,621 | $4,430-63.4% | $3,585-54.8% | $5,352-69.7% |
| Admin fee / account holder | $24 | $5,340-99.6% | $4,255-99.4% | $9,541-99.7% |