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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 | $7,780 | $174,379-95.5% | $152,093-94.9% | $138,895-94.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.85% | 74.86%-50.0pp | 66.36%-41.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,430 | $4,652-69.3% | $4,175-65.7% | $4,194-65.9% |
| Participant deferral / active EE | $1,971 | $6,159-68.0% | $5,451-63.8% | $6,396-69.2% |
| Admin fee / account holder | $117 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |