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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 | $7,588 | $175,259-95.7% | $149,723-94.9% | $139,487-94.6% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 30.19% | 166.82%-136.6pp | 134.50%-104.3pp | 373.84%-343.6pp |
| Employer contribution / active EE | $1,853 | $5,478-66.2% | $4,821-61.6% | $4,755-61.0% |
| Participant deferral / active EE | $2,773 | $6,522-57.5% | $5,682-51.2% | $6,713-58.7% |
| Admin fee / account holder | $249 | $16,158-98.5% | $13,215-98.1% | $11,407-97.8% |