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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 | $4,917 | $102,595-95.2% | $94,057-94.8% | $154,746-96.8% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 22.79% | 583.42%-560.6pp | 480.62%-457.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $779 | $3,147-75.3% | $2,933-73.4% | $4,379-82.2% |
| Participant deferral / active EE | $1,438 | $5,118-71.9% | $4,709-69.5% | $6,730-78.6% |
| Admin fee / account holder | $131 | $7,736-98.3% | $7,244-98.2% | $14,365-99.1% |