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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 | $5,425 | $154,228-96.5% | $145,433-96.3% | $137,256-96.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.83% | 74.59%-44.8pp | 66.58%-36.7pp | 220.34%-190.5pp |
| Employer contribution / active EE | $4,086 | $4,804-14.9% | $4,554-10.3% | $4,156-1.7% |
| Participant deferral / active EE | $2,503 | $8,216-69.5% | $7,897-68.3% | $6,407-60.9% |
| Admin fee / account holder | $138 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |