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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 | $6,749 | $106,267-93.6% | $96,520-93.0% | $139,456-95.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 41.85% | 38.45%+3.4pp | 35.72%+6.1pp | 373.45%-331.6pp |
| Employer contribution / active EE | $1,422 | $4,105-65.4% | $3,739-62.0% | $4,753-70.1% |
| Participant deferral / active EE | $2,997 | $5,454-45.1% | $4,879-38.6% | $6,711-55.3% |
| Admin fee / account holder | $6 | $7,882-99.9% | $6,733-99.9% | $11,407-100.0% |