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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 | $5,144 | $202,440-97.5% | $169,390-97.0% | $139,466-96.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 20.02% | 532.36%-512.3pp | 406.07%-386.1pp | 373.66%-353.6pp |
| Employer contribution / active EE | $818 | $4,693-82.6% | $4,013-79.6% | $4,754-82.8% |
| Participant deferral / active EE | $1,396 | $6,940-79.9% | $6,222-77.6% | $6,712-79.2% |
| Admin fee / account holder | $76 | $10,722-99.3% | $9,015-99.2% | $11,409-99.3% |