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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 | $6,400 | $174,379-96.3% | $152,093-95.8% | $138,895-95.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 67.17% | 74.86%-7.7pp | 66.36%+0.8pp | 145.39%-78.2pp |
| Employer contribution / active EE | $1,800 | $4,652-61.3% | $4,175-56.9% | $4,194-57.1% |
| Participant deferral / active EE | $3,087 | $6,159-49.9% | $5,451-43.4% | $6,396-51.7% |
| Admin fee / account holder | $27 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |