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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 | $181,062-95.4% | $158,223-94.7% | $155,188-94.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 33.18% | 57.39%-24.2pp | 52.09%-18.9pp | 148.84%-115.7pp |
| Employer contribution / active EE | $2,475 | $4,565-45.8% | $4,109-39.8% | $4,248-41.7% |
| Participant deferral / active EE | $3,142 | $6,134-48.8% | $5,467-42.5% | $6,531-51.9% |
| Admin fee / account holder | $18 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |