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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 | $7,601 | $148,623-94.9% | $135,974-94.4% | $139,466-94.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 37.78% | 79.30%-41.5pp | 68.30%-30.5pp | 373.66%-335.9pp |
| Employer contribution / active EE | $2,719 | $5,246-48.2% | $4,859-44.0% | $4,754-42.8% |
| Participant deferral / active EE | $3,399 | $8,103-58.1% | $7,760-56.2% | $6,712-49.4% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |