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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 | $3,393 | $185,312-98.2% | $161,489-97.9% | $154,746-97.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.48% | 103.84%-89.4pp | 89.72%-75.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,207 | $4,769-74.7% | $4,268-71.7% | $4,379-72.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |