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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 | $9,994 | $112,131-91.1% | $95,964-89.6% | $158,982-93.7% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 20.84% | 171.19%-150.4pp | 91.64%-70.8pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,409 | $3,199-56.0% | $2,541-44.6% | $4,763-70.4% |
| Participant deferral / active EE | $1,710 | $4,784-64.2% | $4,167-59.0% | $5,983-71.4% |
| Admin fee / account holder | $6 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |