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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 | $3,625 | $90,504-96.0% | $78,690-95.4% | $273,965-98.7% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 4.95% | 75.61%-70.7pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $723 | $3,176-77.2% | $2,851-74.6% | $4,869-85.2% |
| Participant deferral / active EE | $711 | $3,901-81.8% | $3,517-79.8% | $5,287-86.6% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,511-99.8% | $10,132-99.9% |