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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 | $9,260 | $180,749-94.9% | $160,784-94.2% | $137,256-93.3% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 26.07% | 2234.46%-2208.4pp | 1803.92%-1777.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,550 | $4,155-62.7% | $3,733-58.5% | $4,156-62.7% |
| Participant deferral / active EE | $1,761 | $6,844-74.3% | $6,293-72.0% | $6,407-72.5% |
| Admin fee / account holder | $287 | $10,397-97.2% | $9,717-97.0% | $12,270-97.7% |