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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 | $6,870 | $202,440-96.6% | $169,390-95.9% | $139,466-95.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.70% | 532.36%-516.7pp | 406.07%-390.4pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,605 | $4,693-65.8% | $4,013-60.0% | $4,754-66.2% |
| Participant deferral / active EE | $1,676 | $6,940-75.9% | $6,222-73.1% | $6,712-75.0% |
| Admin fee / account holder | $75 | $10,722-99.3% | $9,015-99.2% | $11,409-99.3% |