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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 | $5,745 | $155,555-96.3% | $146,866-96.1% | $155,188-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 34.37% | 115.41%-81.0pp | 102.85%-68.5pp | 148.84%-114.5pp |
| Employer contribution / active EE | $2,350 | $4,647-49.4% | $4,425-46.9% | $4,248-44.7% |
| Participant deferral / active EE | $2,851 | $8,044-64.6% | $7,759-63.3% | $6,531-56.4% |
| Admin fee / account holder | $22 | $14,755-99.9% | $13,620-99.8% | $14,480-99.9% |