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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 | $172,111-95.6% | $150,298-94.9% | $137,256-94.4% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 21.74% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,067 | $4,636-77.0% | $4,154-74.3% | $4,156-74.3% |
| Participant deferral / active EE | $2,024 | $6,166-67.2% | $5,453-62.9% | $6,407-68.4% |
| Admin fee / account holder | $91 | $16,471-99.4% | $14,116-99.4% | $12,270-99.3% |