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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 | $5,430 | $148,629-96.3% | $135,982-96.0% | $139,487-96.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.12% | 79.33%-62.2pp | 68.32%-51.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,299 | $5,247-56.2% | $4,859-52.7% | $4,755-51.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |