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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 | $6,471 | $183,627-96.5% | $155,602-95.8% | $145,978-95.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.44% | 61.32%-42.9pp | 64.81%-46.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $1,494 | $5,316-71.9% | $4,675-68.0% | $4,662-67.9% |
| Participant deferral / active EE | $1,851 | $6,466-71.4% | $5,629-67.1% | $6,690-72.3% |
| Admin fee / account holder | $12 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |