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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 | $9,420 | $172,111-94.5% | $150,298-93.7% | $137,256-93.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.77% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,321 | $4,636-71.5% | $4,154-68.2% | $4,156-68.2% |
| Participant deferral / active EE | $2,764 | $6,166-55.2% | $5,453-49.3% | $6,407-56.9% |
| Admin fee / account holder | $70 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |