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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 | $9,885 | $125,190-92.1% | $105,624-90.6% | $145,897-93.2% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 14.59% | 225.22%-210.6pp | 116.20%-101.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,659 | $3,720-55.4% | $3,168-47.6% | $4,663-64.4% |
| Participant deferral / active EE | $1,659 | $5,716-71.0% | $5,013-66.9% | $6,689-75.2% |
| Admin fee / account holder | $48 | $17,138-99.7% | $10,961-99.6% | $13,390-99.6% |