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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 | $5,545 | $99,345-94.4% | $84,753-93.5% | $273,972-98.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 53.57% | 22.93%+30.6pp | 22.78%+30.8pp | 41.46%+12.1pp |
| Employer contribution / active EE | $1,172 | $4,214-72.2% | $3,574-67.2% | $4,869-75.9% |
| Participant deferral / active EE | $2,215 | $4,270-48.1% | $3,712-40.3% | $5,287-58.1% |
| Admin fee / account holder | $6 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |