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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 | $9,009 | $211,224-95.7% | $178,505-95.0% | $145,897-93.8% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.93% | 30.28%-11.4pp | 27.16%-8.2pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,042 | $4,577-77.2% | $3,955-73.7% | $4,663-77.7% |
| Participant deferral / active EE | $1,547 | $6,966-77.8% | $6,280-75.4% | $6,689-76.9% |
| Admin fee / account holder | $39 | $12,109-99.7% | $10,428-99.6% | $13,390-99.7% |