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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 | $8,095 | $183,592-95.6% | $155,574-94.8% | $145,877-94.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.92% | 61.37%-51.5pp | 64.87%-54.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,193 | $5,317-77.6% | $4,676-74.5% | $4,663-74.4% |
| Participant deferral / active EE | $2,834 | $6,466-56.2% | $5,629-49.7% | $6,691-57.6% |
| Admin fee / account holder | $103 | $19,316-99.5% | $15,914-99.4% | $13,402-99.2% |