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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 | $6,598 | $180,749-96.3% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 18.37% | 2234.46%-2216.1pp | 1803.92%-1785.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $592 | $4,155-85.8% | $3,733-84.1% | $4,156-85.8% |
| Participant deferral / active EE | $2,006 | $6,844-70.7% | $6,293-68.1% | $6,407-68.7% |
| Admin fee / account holder | $39 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |