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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 | $9,368 | $175,257-94.7% | $149,717-93.7% | $139,456-93.3% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.1pp |
| Annual return | 21.47% | 166.70%-145.2pp | 134.41%-112.9pp | 373.45%-352.0pp |
| Employer contribution / active EE | $1,469 | $5,477-73.2% | $4,820-69.5% | $4,753-69.1% |
| Participant deferral / active EE | $1,896 | $6,521-70.9% | $5,682-66.6% | $6,711-71.7% |
| Admin fee / account holder | $121 | $16,156-99.2% | $13,213-99.1% | $11,407-98.9% |