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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 | $6,192 | $135,956-95.4% | $123,894-95.0% | $273,972-97.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 214.38% | 56.63%+157.7pp | 47.52%+166.9pp | 41.46%+172.9pp |
| Employer contribution / active EE | $1,039 | $5,170-79.9% | $4,617-77.5% | $4,869-78.7% |
| Participant deferral / active EE | $4,793 | $6,343-24.4% | $5,984-19.9% | $5,287-9.4% |
| Admin fee / account holder | $135 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |