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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 | $8,659 | $176,077-95.1% | $159,455-94.6% | $167,518-94.8% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.20% | 331.83%-316.6pp | 263.63%-248.4pp | 478.71%-463.5pp |
| Employer contribution / active EE | $1,966 | $5,298-62.9% | $4,830-59.3% | $4,838-59.4% |
| Participant deferral / active EE | $3,073 | $7,751-60.3% | $7,353-58.2% | $6,342-51.5% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |