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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 | $6,238 | $185,312-96.6% | $161,489-96.1% | $154,746-96.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 27.19% | 103.84%-76.6pp | 89.72%-62.5pp | 172.34%-145.1pp |
| Employer contribution / active EE | $1,749 | $4,769-63.3% | $4,268-59.0% | $4,379-60.1% |
| Participant deferral / active EE | $4,320 | $6,350-32.0% | $5,630-23.3% | $6,730-35.8% |
| Admin fee / account holder | $269 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |