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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 | $3,517 | $106,280-96.7% | $96,538-96.4% | $139,487-97.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.14% | 38.48%-6.3pp | 35.74%-3.6pp | 373.84%-341.7pp |
| Employer contribution / active EE | $1,154 | $4,107-71.9% | $3,740-69.1% | $4,755-75.7% |
| Participant deferral / active EE | $1,572 | $5,457-71.2% | $4,880-67.8% | $6,713-76.6% |
| Admin fee / account holder | $271 | $7,888-96.6% | $6,737-96.0% | $11,407-97.6% |