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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% | $155,567-94.8% | $145,959-94.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.92% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,193 | $5,315-77.5% | $4,674-74.5% | $4,661-74.4% |
| Participant deferral / active EE | $2,834 | $6,464-56.2% | $5,628-49.6% | $6,689-57.6% |
| Admin fee / account holder | $103 | $19,318-99.5% | $15,916-99.4% | $13,398-99.2% |