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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 | $4,029 | $181,062-97.8% | $158,223-97.5% | $155,188-97.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.57% | 57.39%-34.8pp | 52.09%-29.5pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,379 | $4,565-69.8% | $4,109-66.4% | $4,248-67.5% |
| Participant deferral / active EE | $2,065 | $6,134-66.3% | $5,467-62.2% | $6,531-68.4% |
| Admin fee / account holder | $28 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |