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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 | $2,558 | $88,754-97.1% | $81,820-96.9% | $145,877-98.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 17.82% | 1031.77%-1013.9pp | 777.93%-760.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $722 | $3,085-76.6% | $2,915-75.2% | $4,663-84.5% |
| Participant deferral / active EE | $758 | $4,648-83.7% | $4,323-82.5% | $6,691-88.7% |
| Admin fee / account holder | $22 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |