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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 | $2,876 | $107,809-97.3% | $97,032-97.0% | $155,188-98.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 38.17% | 38.06%+0.1pp | 35.38%+2.8pp | 148.84%-110.7pp |
| Employer contribution / active EE | $1,290 | $2,911-55.7% | $2,629-50.9% | $4,248-69.6% |
| Participant deferral / active EE | $2,526 | $5,129-50.7% | $4,672-45.9% | $6,531-61.3% |
| Admin fee / account holder | $21 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |