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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 | $2,917 | $174,379-98.3% | $152,093-98.1% | $138,895-97.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 109.67% | 74.86%+34.8pp | 66.36%+43.3pp | 145.39%-35.7pp |
| Employer contribution / active EE | $1,271 | $4,652-72.7% | $4,175-69.6% | $4,194-69.7% |
| Participant deferral / active EE | $3,173 | $6,159-48.5% | $5,451-41.8% | $6,396-50.4% |
| Admin fee / account holder | $13 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |