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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 | $4,992 | $172,111-97.1% | $150,298-96.7% | $137,256-96.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.95% | 69.37%-33.4pp | 62.79%-26.8pp | 220.34%-184.4pp |
| Employer contribution / active EE | $1,061 | $4,636-77.1% | $4,154-74.5% | $4,156-74.5% |
| Participant deferral / active EE | $4,117 | $6,166-33.2% | $5,453-24.5% | $6,407-35.7% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |