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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 | $3,708 | $87,166-95.7% | $76,735-95.2% | $137,256-97.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 25.68% | 26.50%-0.8pp | 29.77%-4.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,197 | $2,904-58.8% | $2,454-51.2% | $4,156-71.2% |
| Participant deferral / active EE | $2,136 | $4,726-54.8% | $4,088-47.8% | $6,407-66.7% |
| Admin fee / account holder | $1 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |