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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 | $8,513 | $208,088-95.9% | $186,193-95.4% | $154,746-94.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 13.73% | 89.97%-76.2pp | 78.03%-64.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,180 | $4,340-72.8% | $3,918-69.9% | $4,379-73.1% |
| Participant deferral / active EE | $2,022 | $7,078-71.4% | $6,513-69.0% | $6,730-70.0% |
| Admin fee / account holder | $277 | $11,698-97.6% | $11,058-97.5% | $14,365-98.1% |