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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 | $10,586 | $165,399-93.6% | $149,745-92.9% | $158,982-93.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 40.64% | 348.34%-307.7pp | 276.72%-236.1pp | 302.99%-262.3pp |
| Employer contribution / active EE | $1,683 | $5,105-67.0% | $4,646-63.8% | $4,763-64.7% |
| Participant deferral / active EE | $3,036 | $7,183-57.7% | $6,843-55.6% | $5,983-49.3% |
| Admin fee / account holder | $138 | $10,811-98.7% | $9,312-98.5% | $11,252-98.8% |