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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 | $6,994 | $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 | 17.93% | 69.37%-51.4pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,011 | $4,636-56.6% | $4,154-51.6% | $4,156-51.6% |
| Participant deferral / active EE | $2,105 | $6,166-65.9% | $5,453-61.4% | $6,407-67.1% |
| Admin fee / account holder | $36 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |