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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 | $6,344 | $176,402-96.4% | $134,162-95.3% | $158,966-96.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 66.50% | 63.66%+2.8pp | 36.35%+30.2pp | 302.95%-236.5pp |
| Employer contribution / active EE | $1,205 | $5,042-76.1% | $3,705-67.5% | $4,762-74.7% |
| Participant deferral / active EE | $3,852 | $4,093-5.9% | $3,500+10.1% | $5,983-35.6% |
| Admin fee / account holder | $4 | $8,719-100.0% | $6,685-99.9% | $11,250-100.0% |