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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 | $7,493 | $154,228-95.1% | $145,433-94.8% | $137,256-94.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.99% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $3,000 | $4,804-37.6% | $4,554-34.1% | $4,156-27.8% |
| Participant deferral / active EE | $4,125 | $8,216-49.8% | $7,897-47.8% | $6,407-35.6% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |