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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 | $7,812 | $155,555-95.0% | $146,866-94.7% | $155,188-95.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.95% | 115.41%-93.5pp | 102.85%-80.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,901 | $4,647-59.1% | $4,425-57.0% | $4,248-55.2% |
| Participant deferral / active EE | $2,918 | $8,044-63.7% | $7,759-62.4% | $6,531-55.3% |
| Admin fee / account holder | $23 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |