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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 | $172,111-96.4% | $150,298-95.8% | $137,256-95.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.19% | 69.37%-42.2pp | 62.79%-35.6pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,749 | $4,636-62.3% | $4,154-57.9% | $4,156-57.9% |
| Participant deferral / active EE | $4,320 | $6,166-29.9% | $5,453-20.8% | $6,407-32.6% |
| Admin fee / account holder | $269 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |