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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 | $6,050 | $172,111-96.5% | $150,298-96.0% | $137,256-95.6% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.71% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,030 | $4,636-77.8% | $4,154-75.2% | $4,156-75.2% |
| Participant deferral / active EE | $1,690 | $6,166-72.6% | $5,453-69.0% | $6,407-73.6% |
| Admin fee / account holder | $47 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |