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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 | $3,738 | $111,535-96.6% | $105,223-96.4% | $137,256-97.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 34.92% | 237.85%-202.9pp | 180.65%-145.7pp | 220.34%-185.4pp |
| Employer contribution / active EE | $859 | $3,939-78.2% | $3,689-76.7% | $4,156-79.3% |
| Participant deferral / active EE | $1,834 | $5,500-66.7% | $5,072-63.8% | $6,407-71.4% |
| Admin fee / account holder | $117 | $9,721-98.8% | $8,859-98.7% | $12,270-99.0% |