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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 | $7,607 | $111,535-93.2% | $105,223-92.8% | $137,256-94.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 21.74% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,259 | $3,939-68.0% | $3,689-65.9% | $4,156-69.7% |
| Participant deferral / active EE | $1,494 | $5,500-72.8% | $5,072-70.6% | $6,407-76.7% |
| Admin fee / account holder | $182 | $9,721-98.1% | $8,859-97.9% | $12,270-98.5% |