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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 | $10,037 | $112,729-91.1% | $98,716-89.8% | $137,256-92.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 32.72% | 38.48%-5.8pp | 31.81%+0.9pp | 220.34%-187.6pp |
| Employer contribution / active EE | $2,398 | $2,725-12.0% | $2,279+5.3% | $4,156-42.3% |
| Participant deferral / active EE | $3,126 | $4,640-32.6% | $4,048-22.8% | $6,407-51.2% |
| Admin fee / account holder | $27 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |