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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 | $4,960 | $160,040-96.9% | $147,096-96.6% | $145,877-96.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.01% | 98.49%-71.5pp | 419.75%-392.7pp | 551.28%-524.3pp |
| Employer contribution / active EE | $2,146 | $5,289-59.4% | $4,936-56.5% | $4,663-54.0% |
| Participant deferral / active EE | $2,683 | $8,429-68.2% | $8,071-66.8% | $6,691-59.9% |
| Admin fee / account holder | $7 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |