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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 | $4,915 | $134,817-96.4% | $123,973-96.0% | $155,188-96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 22.76% | 515.49%-492.7pp | 388.13%-365.4pp | 148.84%-126.1pp |
| Employer contribution / active EE | $934 | $4,425-78.9% | $4,126-77.4% | $4,248-78.0% |
| Participant deferral / active EE | $3,152 | $5,706-44.8% | $5,247-39.9% | $6,531-51.7% |
| Admin fee / account holder | $118 | $13,245-99.1% | $11,799-99.0% | $14,480-99.2% |