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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 | $3,412 | $106,247-96.8% | $96,515-96.5% | $139,466-97.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 39.27% | 38.47%+0.8pp | 35.73%+3.5pp | 373.66%-334.4pp |
| Employer contribution / active EE | $1,076 | $4,106-73.8% | $3,740-71.2% | $4,754-77.4% |
| Participant deferral / active EE | $2,842 | $5,456-47.9% | $4,880-41.8% | $6,712-57.7% |
| Admin fee / account holder | $11 | $7,885-99.9% | $6,735-99.8% | $11,409-99.9% |