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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 | $6,762 | $157,296-95.7% | $141,191-95.2% | $152,897-95.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 29.92% | 64.34%-34.4pp | 71.41%-41.5pp | 345.43%-315.5pp |
| Employer contribution / active EE | $1,128 | $5,262-78.6% | $4,736-76.2% | $4,764-76.3% |
| Participant deferral / active EE | $3,322 | $7,111-53.3% | $6,710-50.5% | $5,851-43.2% |
| Admin fee / account holder | $279 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |