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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 | $8,556 | $172,111-95.0% | $150,298-94.3% | $137,256-93.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.15% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,466 | $4,636-68.4% | $4,154-64.7% | $4,156-64.7% |
| Participant deferral / active EE | $2,418 | $6,166-60.8% | $5,453-55.7% | $6,407-62.3% |
| Admin fee / account holder | $85 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |