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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 | $5,466 | $232,540-97.6% | $185,117-97.0% | $147,586-96.3% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 40.96% | 43.03%-2.1pp | 40.50%+0.5pp | 578.59%-537.6pp |
| Employer contribution / active EE | $1,098 | $5,195-78.9% | $4,182-73.7% | $4,876-77.5% |
| Participant deferral / active EE | $1,437 | $5,834-75.4% | $5,045-71.5% | $5,439-73.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |