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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 | $155,555-97.2% | $146,866-97.1% | $155,188-97.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 23.22% | 115.41%-92.2pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $2,745 | $4,647-40.9% | $4,425-38.0% | $4,248-35.4% |
| Participant deferral / active EE | $3,588 | $8,044-55.4% | $7,759-53.8% | $6,531-45.1% |
| Admin fee / account holder | $133 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |