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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 | $4,263 | $114,013-96.3% | $103,693-95.9% | $155,188-97.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 10.77% | 49.31%-38.5pp | 47.61%-36.8pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,579 | $3,131-49.6% | $2,920-45.9% | $4,248-62.8% |
| Participant deferral / active EE | $1,863 | $4,970-62.5% | $4,579-59.3% | $6,531-71.5% |
| Admin fee / account holder | $262 | $8,407-96.9% | $7,858-96.7% | $14,480-98.2% |