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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 | $103,164-98.3% | $90,259-98.0% | $154,746-98.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 20.27% | 19.25%+1.0pp | 18.88%+1.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7 | $8,593-99.9% | $7,267-99.9% | $14,365-100.0% |