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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 | $7,318 | $183,627-96.0% | $155,602-95.3% | $145,978-95.0% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 79.63% | 61.32%+18.3pp | 64.81%+14.8pp | 550.52%-470.9pp |
| Employer contribution / active EE | $2,233 | $5,316-58.0% | $4,675-52.2% | $4,662-52.1% |
| Participant deferral / active EE | $3,630 | $6,466-43.9% | $5,629-35.5% | $6,690-45.7% |
| Admin fee / account holder | $65 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |