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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 | $5,044 | $184,014-97.3% | $161,149-96.9% | $138,895-96.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 118.19% | 21.52%+96.7pp | 21.16%+97.0pp | 145.39%-27.2pp |
| Employer contribution / active EE | $1,456 | $5,055-71.2% | $4,360-66.6% | $4,194-65.3% |
| Participant deferral / active EE | $2,625 | $6,909-62.0% | $6,153-57.3% | $6,396-59.0% |
| Admin fee / account holder | $4 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |