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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 | $2,897 | $135,956-97.9% | $123,894-97.7% | $273,972-98.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 18.84% | 56.63%-37.8pp | 47.52%-28.7pp | 41.46%-22.6pp |
| Employer contribution / active EE | $1,273 | $5,170-75.4% | $4,617-72.4% | $4,869-73.9% |
| Participant deferral / active EE | $2,809 | $6,343-55.7% | $5,984-53.1% | $5,287-46.9% |
| Admin fee / account holder | $45 | $9,817-99.5% | $8,357-99.5% | $10,133-99.6% |