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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 | $6,437 | $160,040-96.0% | $147,096-95.6% | $145,877-95.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.13% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,685 | $5,289-68.1% | $4,936-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $2,706 | $8,429-67.9% | $8,071-66.5% | $6,691-59.5% |
| Admin fee / account holder | $62 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |