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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 | $3,163 | $162,529-98.1% | $130,788-97.6% | $154,746-98.0% |
| Participation rate | 78.6% | 75.9%+2.7pp | 70.1%+8.5pp | 80.7%-2.1pp |
| Annual return | 23.55% | 510.48%-486.9pp | 386.44%-362.9pp | 172.34%-148.8pp |
| Employer contribution / active EE | $527 | $4,447-88.2% | $3,558-85.2% | $4,379-88.0% |
| Participant deferral / active EE | $1,379 | $4,808-71.3% | $4,137-66.7% | $6,730-79.5% |
| Admin fee / account holder | $36 | $7,669-99.5% | $6,673-99.5% | $14,365-99.8% |