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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 | $4,278 | $169,336-97.5% | $129,384-96.7% | $145,884-97.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 9.41% | 14408.70%-14399.3pp | 9461.77%-9452.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $444 | $5,540-92.0% | $4,153-89.3% | $4,662-90.5% |
| Participant deferral / active EE | $1,394 | $4,985-72.0% | $4,166-66.5% | $6,690-79.2% |
| Admin fee / account holder | $27 | $9,912-99.7% | $7,686-99.6% | $13,392-99.8% |