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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 | $9,626 | $174,379-94.5% | $152,093-93.7% | $138,895-93.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 34.73% | 74.86%-40.1pp | 66.36%-31.6pp | 145.39%-110.7pp |
| Employer contribution / active EE | $2,422 | $4,652-47.9% | $4,175-42.0% | $4,194-42.3% |
| Participant deferral / active EE | $3,674 | $6,159-40.3% | $5,451-32.6% | $6,396-42.6% |
| Admin fee / account holder | $55 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |