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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 | $8,737 | $135,956-93.6% | $123,894-92.9% | $273,972-96.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 16.19% | 56.63%-40.4pp | 47.52%-31.3pp | 41.46%-25.3pp |
| Employer contribution / active EE | $977 | $5,170-81.1% | $4,617-78.8% | $4,869-79.9% |
| Participant deferral / active EE | $4,087 | $6,343-35.6% | $5,984-31.7% | $5,287-22.7% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |