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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 | $5,447 | $110,337-95.1% | $102,383-94.7% | $145,877-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.62% | 24.83%-9.2pp | 24.94%-9.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $952 | $4,216-77.4% | $3,870-75.4% | $4,663-79.6% |
| Participant deferral / active EE | $2,051 | $5,621-63.5% | $5,060-59.5% | $6,691-69.3% |
| Admin fee / account holder | $29 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |