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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 | $7,629 | $185,312-95.9% | $161,489-95.3% | $154,746-95.1% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.7%+17.1pp | 80.7%+15.1pp |
| Annual return | 21.74% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,067 | $4,769-77.6% | $4,268-75.0% | $4,379-75.6% |
| Participant deferral / active EE | $2,024 | $6,350-68.1% | $5,630-64.1% | $6,730-69.9% |
| Admin fee / account holder | $91 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |