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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 | $6,579 | $110,278-94.0% | $95,740-93.1% | $139,466-95.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 33.94% | 27.19%+6.7pp | 28.41%+5.5pp | 373.66%-339.7pp |
| Employer contribution / active EE | $2,089 | $3,260-35.9% | $2,836-26.3% | $4,754-56.1% |
| Participant deferral / active EE | $2,442 | $4,674-47.8% | $4,244-42.5% | $6,712-63.6% |
| Admin fee / account holder | $8 | $6,613-99.9% | $5,676-99.9% | $11,409-99.9% |