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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 | $4,897 | $162,136-97.0% | $152,301-96.8% | $154,746-96.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 733.61% | 91.02%+642.6pp | 80.50%+653.1pp | 172.34%+561.3pp |
| Employer contribution / active EE | $2,283 | $4,890-53.3% | $4,624-50.6% | $4,379-47.9% |
| Participant deferral / active EE | $4,566 | $8,341-45.3% | $8,004-43.0% | $6,730-32.2% |
| Admin fee / account holder | $18 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |