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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 | $8,023 | $172,111-95.3% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 26.39% | 69.37%-43.0pp | 62.79%-36.4pp | 220.34%-194.0pp |
| Employer contribution / active EE | $911 | $4,636-80.4% | $4,154-78.1% | $4,156-78.1% |
| Participant deferral / active EE | $1,959 | $6,166-68.2% | $5,453-64.1% | $6,407-69.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |