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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 | $4,489 | $185,312-97.6% | $161,489-97.2% | $154,746-97.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 27.15% | 103.84%-76.7pp | 89.72%-62.6pp | 172.34%-145.2pp |
| Employer contribution / active EE | $1,650 | $4,769-65.4% | $4,268-61.3% | $4,379-62.3% |
| Participant deferral / active EE | $2,513 | $6,350-60.4% | $5,630-55.4% | $6,730-62.7% |
| Admin fee / account holder | $22 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |