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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 | $3,302 | $228,395-98.6% | $185,861-98.2% | $158,982-97.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 46.03% | 40.82%+5.2pp | 35.96%+10.1pp | 302.99%-257.0pp |
| Employer contribution / active EE | $1,026 | $4,968-79.3% | $4,088-74.9% | $4,763-78.5% |
| Participant deferral / active EE | $1,625 | $6,417-74.7% | $5,634-71.1% | $5,983-72.8% |
| Admin fee / account holder | $10 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |