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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 | $4,820 | $141,004-96.6% | $112,273-95.7% | $139,466-96.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 33.86% | 32.75%+1.1pp | 30.23%+3.6pp | 373.66%-339.8pp |
| Employer contribution / active EE | $950 | $4,285-77.8% | $3,431-72.3% | $4,754-80.0% |
| Participant deferral / active EE | $1,697 | $5,878-71.1% | $4,800-64.6% | $6,712-74.7% |
| Admin fee / account holder | $5 | $9,959-100.0% | $7,752-99.9% | $11,409-100.0% |