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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 | $181,062-96.5% | $158,223-96.0% | $155,188-95.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 67.17% | 57.39%+9.8pp | 52.09%+15.1pp | 148.84%-81.7pp |
| Employer contribution / active EE | $1,800 | $4,565-60.6% | $4,109-56.2% | $4,248-57.6% |
| Participant deferral / active EE | $3,087 | $6,134-49.7% | $5,467-43.5% | $6,531-52.7% |
| Admin fee / account holder | $27 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |