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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 | $5,657 | $106,247-94.7% | $96,515-94.1% | $139,466-95.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 36.16% | 38.47%-2.3pp | 35.73%+0.4pp | 373.66%-337.5pp |
| Employer contribution / active EE | $1,454 | $4,106-64.6% | $3,740-61.1% | $4,754-69.4% |
| Participant deferral / active EE | $2,622 | $5,456-51.9% | $4,880-46.3% | $6,712-60.9% |
| Admin fee / account holder | $225 | $7,885-97.1% | $6,735-96.7% | $11,409-98.0% |