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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 | $8,513 | $180,749-95.3% | $160,784-94.7% | $137,256-93.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 13.73% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,180 | $4,155-71.6% | $3,733-68.4% | $4,156-71.6% |
| Participant deferral / active EE | $2,022 | $6,844-70.5% | $6,293-67.9% | $6,407-68.4% |
| Admin fee / account holder | $277 | $10,397-97.3% | $9,717-97.2% | $12,270-97.7% |