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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 | $7,113 | $197,625-96.4% | $177,840-96.0% | $158,966-95.5% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 88.17% | 58.76%+29.4pp | 48.32%+39.8pp | 302.95%-214.8pp |
| Employer contribution / active EE | $1,881 | $6,698-71.9% | $5,919-68.2% | $4,762-60.5% |
| Participant deferral / active EE | $3,358 | $8,405-60.0% | $7,714-56.5% | $5,983-43.9% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |