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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 | $5,810 | $139,948-95.8% | $121,663-95.2% | $154,746-96.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 22.38% | 230.52%-208.1pp | 147.54%-125.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $4,177 | $3,521+18.6% | $3,020+38.3% | $4,379-4.6% |
| Participant deferral / active EE | $5,294 | $5,629-5.9% | $4,887+8.3% | $6,730-21.3% |
| Admin fee / account holder | $92 | $17,321-99.5% | $14,289-99.4% | $14,365-99.4% |