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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 | $6,993 | $167,362-95.8% | $143,799-95.1% | $134,532-94.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 27.95% | 0.47%+27.5pp | -0.04%+28.0pp | 418.27%-390.3pp |
| Employer contribution / active EE | $1,951 | $5,620-65.3% | $4,952-60.6% | $4,741-58.9% |
| Participant deferral / active EE | $5,607 | $6,447-13.0% | $5,638-0.6% | $6,401-12.4% |
| Admin fee / account holder | $2 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |