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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 | $5,073 | $228,352-97.8% | $185,835-97.3% | $158,966-96.8% |
| Participation rate | 73.3% | 82.3%-9.0pp | 78.0%-4.7pp | 82.0%-8.6pp |
| Annual return | 49.57% | 40.81%+8.8pp | 35.96%+13.6pp | 302.95%-253.4pp |
| Employer contribution / active EE | $1,327 | $4,967-73.3% | $4,087-67.5% | $4,762-72.1% |
| Participant deferral / active EE | $1,682 | $6,416-73.8% | $5,633-70.1% | $5,983-71.9% |
| Admin fee / account holder | $95 | $11,867-99.2% | $9,502-99.0% | $11,250-99.2% |