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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 | $7,817 | $211,224-96.3% | $178,505-95.6% | $145,897-94.6% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 14.33% | 30.28%-16.0pp | 27.16%-12.8pp | 552.29%-538.0pp |
| Employer contribution / active EE | $676 | $4,577-85.2% | $3,955-82.9% | $4,663-85.5% |
| Participant deferral / active EE | $1,394 | $6,966-80.0% | $6,280-77.8% | $6,689-79.2% |
| Admin fee / account holder | $82 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |