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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 | $9,008 | $148,629-93.9% | $135,982-93.4% | $139,487-93.5% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 34.97% | 79.33%-44.4pp | 68.32%-33.4pp | 373.84%-338.9pp |
| Employer contribution / active EE | $1,847 | $5,247-64.8% | $4,859-62.0% | $4,755-61.2% |
| Participant deferral / active EE | $2,953 | $8,102-63.5% | $7,760-61.9% | $6,713-56.0% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |