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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 | $4,132 | $169,356-97.6% | $129,406-96.8% | $145,897-97.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.2pp | 80.3%+8.6pp |
| Annual return | 14.33% | 14418.62%-14404.3pp | 9468.18%-9453.8pp | 552.29%-538.0pp |
| Employer contribution / active EE | $619 | $5,542-88.8% | $4,155-85.1% | $4,663-86.7% |
| Participant deferral / active EE | $1,148 | $4,987-77.0% | $4,167-72.4% | $6,689-82.8% |
| Admin fee / account holder | $5 | $9,915-100.0% | $7,689-99.9% | $13,390-100.0% |