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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 | $6,638 | $165,361-96.0% | $149,715-95.6% | $158,950-95.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.06% | 348.24%-318.2pp | 276.66%-246.6pp | 302.91%-272.8pp |
| Employer contribution / active EE | $1,180 | $5,103-76.9% | $4,645-74.6% | $4,762-75.2% |
| Participant deferral / active EE | $2,929 | $7,182-59.2% | $6,842-57.2% | $5,983-51.1% |
| Admin fee / account holder | $24 | $10,808-99.8% | $9,310-99.7% | $11,248-99.8% |