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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 | $7,964 | $181,062-95.6% | $158,223-95.0% | $155,188-94.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 75.03% | 57.39%+17.6pp | 52.09%+22.9pp | 148.84%-73.8pp |
| Employer contribution / active EE | $1,215 | $4,565-73.4% | $4,109-70.4% | $4,248-71.4% |
| Participant deferral / active EE | $20,829 | $6,134+239.5% | $5,467+281.0% | $6,531+218.9% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |