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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 | $7,817 | $157,304-95.0% | $141,197-94.5% | $152,909-94.9% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 38.60% | 64.34%-25.7pp | 71.41%-32.8pp | 345.46%-306.9pp |
| Employer contribution / active EE | $1,591 | $5,263-69.8% | $4,736-66.4% | $4,764-66.6% |
| Participant deferral / active EE | $2,946 | $7,111-58.6% | $6,710-56.1% | $5,851-49.7% |
| Admin fee / account holder | $12 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |