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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 | $174,379-96.4% | $152,093-95.9% | $138,895-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 27.19% | 74.86%-47.7pp | 66.36%-39.2pp | 145.39%-118.2pp |
| Employer contribution / active EE | $1,749 | $4,652-62.4% | $4,175-58.1% | $4,194-58.3% |
| Participant deferral / active EE | $4,320 | $6,159-29.9% | $5,451-20.8% | $6,396-32.5% |
| Admin fee / account holder | $269 | $16,880-98.4% | $14,497-98.1% | $12,562-97.9% |