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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 | $8,312 | $168,635-95.1% | $147,617-94.4% | $125,389-93.4% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 1.70% | 77.65%-76.0pp | 61.98%-60.3pp | 282.24%-280.5pp |
| Employer contribution / active EE | $2,211 | $6,252-64.6% | $5,564-60.3% | $4,866-54.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $193 | $13,580-98.6% | $11,612-98.3% | $9,541-98.0% |