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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 | $7,863 | $157,276-95.0% | $141,177-94.4% | $152,885-94.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 38.97% | 64.33%-25.4pp | 71.40%-32.4pp | 345.39%-306.4pp |
| Employer contribution / active EE | $1,524 | $5,262-71.0% | $4,736-67.8% | $4,763-68.0% |
| Participant deferral / active EE | $3,253 | $7,110-54.2% | $6,710-51.5% | $5,851-44.4% |
| Admin fee / account holder | $151 | $12,123-98.8% | $10,263-98.5% | $11,598-98.7% |