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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 | $4,301 | $162,136-97.3% | $152,301-97.2% | $154,746-97.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 23.22% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $2,745 | $4,890-43.9% | $4,624-40.6% | $4,379-37.3% |
| Participant deferral / active EE | $3,588 | $8,341-57.0% | $8,004-55.2% | $6,730-46.7% |
| Admin fee / account holder | $133 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |