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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 | $7,563 | $228,395-96.7% | $185,861-95.9% | $158,982-95.2% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 30.46% | 40.82%-10.4pp | 35.96%-5.5pp | 302.99%-272.5pp |
| Employer contribution / active EE | $917 | $4,968-81.5% | $4,088-77.6% | $4,763-80.8% |
| Participant deferral / active EE | $3,492 | $6,417-45.6% | $5,634-38.0% | $5,983-41.6% |
| Admin fee / account holder | $155 | $11,869-98.7% | $9,503-98.4% | $11,252-98.6% |