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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 | $3,634 | $104,098-96.5% | $140,514-97.4% | $94,015-96.1% |
| Participation rate | 84.2% | 73.7%+10.5pp | 77.8%+6.4pp | 70.8%+13.4pp |
| Annual return | 211.67% | 15.14%+196.5pp | 14.36%+197.3pp | 17.84%+193.8pp |
| Employer contribution / active EE | $1,369 | $2,388-42.7% | $3,378-59.5% | $2,790-50.9% |
| Participant deferral / active EE | $1,866 | $4,033-53.7% | $4,919-62.1% | $4,249-56.1% |
| Admin fee / account holder | $19 | $10,439-99.8% | $13,697-99.9% | $8,951-99.8% |