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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 | $172,111-97.7% | $150,298-97.3% | $137,256-97.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.57% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,379 | $4,636-70.3% | $4,154-66.8% | $4,156-66.8% |
| Participant deferral / active EE | $2,065 | $6,166-66.5% | $5,453-62.1% | $6,407-67.8% |
| Admin fee / account holder | $28 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |