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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 | $174,379-96.0% | $152,093-95.4% | $138,895-95.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.93% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,011 | $4,652-56.8% | $4,175-51.8% | $4,194-52.1% |
| Participant deferral / active EE | $2,105 | $6,159-65.8% | $5,451-61.4% | $6,396-67.1% |
| Admin fee / account holder | $36 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |