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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 | $2,763 | $106,247-97.4% | $96,515-97.1% | $139,466-98.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 37.80% | 38.47%-0.7pp | 35.73%+2.1pp | 373.66%-335.9pp |
| Employer contribution / active EE | $1,479 | $4,106-64.0% | $3,740-60.5% | $4,754-68.9% |
| Participant deferral / active EE | $2,789 | $5,456-48.9% | $4,880-42.9% | $6,712-58.5% |
| Admin fee / account holder | $33 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |