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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 | $4,225 | $97,125-95.6% | $86,233-95.1% | $137,256-96.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 27.74% | 74.19%-46.4pp | 61.39%-33.6pp | 220.34%-192.6pp |
| Employer contribution / active EE | $1,002 | $2,841-64.7% | $2,504-60.0% | $4,156-75.9% |
| Participant deferral / active EE | $1,573 | $5,180-69.6% | $4,559-65.5% | $6,407-75.4% |
| Admin fee / account holder | $10 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |