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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 | $7,282 | $160,040-95.4% | $147,096-95.0% | $145,877-95.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,152 | $5,289-59.3% | $4,936-56.4% | $4,663-53.9% |
| Participant deferral / active EE | $2,681 | $8,429-68.2% | $8,071-66.8% | $6,691-59.9% |
| Admin fee / account holder | $22 | $15,050-99.9% | $13,005-99.8% | $13,402-99.8% |