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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 | $7,154 | $154,228-95.4% | $145,433-95.1% | $137,256-94.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 24.05% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,283 | $4,804-73.3% | $4,554-71.8% | $4,156-69.1% |
| Participant deferral / active EE | $4,187 | $8,216-49.0% | $7,897-47.0% | $6,407-34.6% |
| Admin fee / account holder | $216 | $14,344-98.5% | $13,129-98.4% | $12,270-98.2% |