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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 | $9,091 | $175,231-94.8% | $149,696-93.9% | $139,466-93.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.32% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,664 | $5,478-69.6% | $4,821-65.5% | $4,754-65.0% |
| Participant deferral / active EE | $1,991 | $6,521-69.5% | $5,682-65.0% | $6,712-70.3% |
| Admin fee / account holder | $162 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |