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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 | $6,968 | $175,257-96.0% | $149,717-95.3% | $139,456-95.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.27% | 166.70%-154.4pp | 134.41%-122.1pp | 373.45%-361.2pp |
| Employer contribution / active EE | $1,473 | $5,477-73.1% | $4,820-69.4% | $4,753-69.0% |
| Participant deferral / active EE | $3,382 | $6,521-48.1% | $5,682-40.5% | $6,711-49.6% |
| Admin fee / account holder | $123 | $16,156-99.2% | $13,213-99.1% | $11,407-98.9% |