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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 | $4,263 | $102,595-95.8% | $94,057-95.5% | $154,746-97.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 10.77% | 583.42%-572.6pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,579 | $3,147-49.8% | $2,933-46.2% | $4,379-63.9% |
| Participant deferral / active EE | $1,863 | $5,118-63.6% | $4,709-60.4% | $6,730-72.3% |
| Admin fee / account holder | $262 | $7,736-96.6% | $7,244-96.4% | $14,365-98.2% |