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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 | $8,741 | $201,372-95.7% | $184,260-95.3% | $145,884-94.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $4,511 | $7,024-35.8% | $6,427-29.8% | $4,662-3.2% |
| Participant deferral / active EE | $6,901 | $9,808-29.6% | $9,133-24.4% | $6,690+3.2% |
| Admin fee / account holder | $29 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |