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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 | $7,032 | $172,111-95.9% | $150,298-95.3% | $137,256-94.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.07% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $978 | $4,636-78.9% | $4,154-76.5% | $4,156-76.5% |
| Participant deferral / active EE | $4,987 | $6,166-19.1% | $5,453-8.5% | $6,407-22.2% |
| Admin fee / account holder | $154 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |