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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 | $9,317 | $148,582-93.7% | $135,942-93.1% | $139,456-93.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 33.19% | 79.26%-46.1pp | 68.28%-35.1pp | 373.45%-340.3pp |
| Employer contribution / active EE | $1,475 | $5,245-71.9% | $4,858-69.6% | $4,753-69.0% |
| Participant deferral / active EE | $3,138 | $8,101-61.3% | $7,759-59.6% | $6,711-53.2% |
| Admin fee / account holder | $60 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |