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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 | $14,193 | $180,459-92.1% | $154,108-90.8% | $135,380-89.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | 7.29% | 888.21%-880.9pp | 735.21%-727.9pp | 519.81%-512.5pp |
| Employer contribution / active EE | $1,263 | $6,035-79.1% | $5,298-76.2% | $4,779-73.6% |
| Participant deferral / active EE | $3,162 | $5,806-45.6% | $5,081-37.8% | $5,609-43.6% |
| Admin fee / account holder | $147 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |