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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 | $5,881 | $111,814-94.7% | $103,378-94.3% | $145,978-96.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.41% | 24.80%+2.6pp | 24.91%+2.5pp | 550.52%-523.1pp |
| Employer contribution / active EE | $1,254 | $4,215-70.2% | $3,870-67.6% | $4,662-73.1% |
| Participant deferral / active EE | $2,538 | $5,618-54.8% | $5,058-49.8% | $6,690-62.1% |
| Admin fee / account holder | $7 | $9,764-99.9% | $8,401-99.9% | $13,400-99.9% |