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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 | $8,115 | $175,231-95.4% | $149,696-94.6% | $139,466-94.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 22.91% | 166.77%-143.9pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,102 | $5,478-79.9% | $4,821-77.1% | $4,754-76.8% |
| Participant deferral / active EE | $2,112 | $6,521-67.6% | $5,682-62.8% | $6,712-68.5% |
| Admin fee / account holder | $178 | $16,155-98.9% | $13,212-98.7% | $11,409-98.4% |