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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 | $9,096 | $181,062-95.0% | $158,223-94.3% | $155,188-94.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 76.20% | 57.39%+18.8pp | 52.09%+24.1pp | 148.84%-72.6pp |
| Employer contribution / active EE | $1,343 | $4,565-70.6% | $4,109-67.3% | $4,248-68.4% |
| Participant deferral / active EE | $5,568 | $6,134-9.2% | $5,467+1.8% | $6,531-14.7% |
| Admin fee / account holder | $112 | $18,825-99.4% | $16,047-99.3% | $14,480-99.2% |