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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 | $185,312-97.3% | $161,489-96.9% | $154,746-96.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 35.95% | 103.84%-67.9pp | 89.72%-53.8pp | 172.34%-136.4pp |
| Employer contribution / active EE | $1,061 | $4,769-77.7% | $4,268-75.1% | $4,379-75.8% |
| Participant deferral / active EE | $4,117 | $6,350-35.2% | $5,630-26.9% | $6,730-38.8% |
| Admin fee / account holder | $38 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |