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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 | $6,451 | $232,540-97.2% | $185,117-96.5% | $147,586-95.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 22.50% | 43.03%-20.5pp | 40.50%-18.0pp | 578.59%-556.1pp |
| Employer contribution / active EE | $798 | $5,195-84.6% | $4,182-80.9% | $4,876-83.6% |
| Participant deferral / active EE | $1,283 | $5,834-78.0% | $5,045-74.6% | $5,439-76.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |