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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 | $7,460 | $175,231-95.7% | $149,696-95.0% | $139,466-94.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 27.40% | 166.77%-139.4pp | 134.46%-107.1pp | 373.66%-346.3pp |
| Employer contribution / active EE | $1,707 | $5,478-68.8% | $4,821-64.6% | $4,754-64.1% |
| Participant deferral / active EE | $3,860 | $6,521-40.8% | $5,682-32.1% | $6,712-42.5% |
| Admin fee / account holder | $23 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |