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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 | $8,326 | $172,111-95.2% | $150,298-94.5% | $137,256-93.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 33.18% | 69.37%-36.2pp | 62.79%-29.6pp | 220.34%-187.2pp |
| Employer contribution / active EE | $2,475 | $4,636-46.6% | $4,154-40.4% | $4,156-40.5% |
| Participant deferral / active EE | $3,142 | $6,166-49.0% | $5,453-42.4% | $6,407-51.0% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |