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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 | $7,729 | $129,737-94.0% | $119,126-93.5% | $154,746-95.0% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 23.47% | 379.08%-355.6pp | 282.11%-258.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,226 | $4,375-72.0% | $4,034-69.6% | $4,379-72.0% |
| Participant deferral / active EE | $1,945 | $5,842-66.7% | $5,318-63.4% | $6,730-71.1% |
| Admin fee / account holder | $16 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |