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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 | $8,431 | $183,592-95.4% | $155,567-94.6% | $145,959-94.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.51% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,496 | $5,315-71.8% | $4,674-68.0% | $4,661-67.9% |
| Participant deferral / active EE | $2,292 | $6,464-64.5% | $5,628-59.3% | $6,689-65.7% |
| Admin fee / account holder | $281 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |