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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 | $6,745 | $129,737-94.8% | $119,126-94.3% | $154,746-95.6% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 16.96% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,136 | $4,375-51.2% | $4,034-47.1% | $4,379-51.2% |
| Participant deferral / active EE | $2,541 | $5,842-56.5% | $5,318-52.2% | $6,730-62.3% |
| Admin fee / account holder | $178 | $11,961-98.5% | $10,693-98.3% | $14,365-98.8% |