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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 | $27,085 | $156,616-82.7% | $133,346-79.7% | $198,609-86.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 44.39% | 44.25%+0.1pp | 36.85%+7.5pp | 202.70%-158.3pp |
| Employer contribution / active EE | $1,380 | $3,368-59.0% | $2,853-51.6% | $5,055-72.7% |
| Participant deferral / active EE | $2,677 | $4,920-45.6% | $4,332-38.2% | $6,977-61.6% |
| Admin fee / account holder | $63 | $17,468-99.6% | $14,264-99.6% | $19,030-99.7% |