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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 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 24.05% | 78.75%-54.7pp | 70.43%-46.4pp | 145.39%-121.3pp |
| Employer contribution / active EE | $1,283 | $4,853-73.6% | $4,593-72.1% | $4,194-69.4% |
| Participant deferral / active EE | $4,187 | $8,237-49.2% | $7,906-47.0% | $6,396-34.5% |
| Admin fee / account holder | $216 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |