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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 | $1,767 | $106,974-98.3% | $90,796-98.1% | $138,895-98.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 20.27% | 20.10%+0.2pp | 19.29%+1.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7 | $8,626-99.9% | $7,024-99.9% | $12,562-99.9% |