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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 | $6,176 | $157,304-96.1% | $141,197-95.6% | $152,909-96.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 28.76% | 64.34%-35.6pp | 71.41%-42.6pp | 345.46%-316.7pp |
| Employer contribution / active EE | $1,123 | $5,263-78.7% | $4,736-76.3% | $4,764-76.4% |
| Participant deferral / active EE | $2,820 | $7,111-60.3% | $6,710-58.0% | $5,851-51.8% |
| Admin fee / account holder | $42 | $12,126-99.7% | $10,265-99.6% | $11,601-99.6% |