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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 | $10,354 | $175,257-94.1% | $149,717-93.1% | $139,456-92.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 27.44% | 166.70%-139.3pp | 134.41%-107.0pp | 373.45%-346.0pp |
| Employer contribution / active EE | $1,911 | $5,477-65.1% | $4,820-60.4% | $4,753-59.8% |
| Participant deferral / active EE | $3,082 | $6,521-52.7% | $5,682-45.8% | $6,711-54.1% |
| Admin fee / account holder | $252 | $16,156-98.4% | $13,213-98.1% | $11,407-97.8% |