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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 | $5,662 | $185,312-96.9% | $161,489-96.5% | $154,746-96.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.78% | 103.84%-78.1pp | 89.72%-63.9pp | 172.34%-146.6pp |
| Employer contribution / active EE | $1,494 | $4,769-68.7% | $4,268-65.0% | $4,379-65.9% |
| Participant deferral / active EE | $2,519 | $6,350-60.3% | $5,630-55.3% | $6,730-62.6% |
| Admin fee / account holder | $11 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |