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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 | $5,892 | $181,062-96.7% | $158,223-96.3% | $155,188-96.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 25.41% | 57.39%-32.0pp | 52.09%-26.7pp | 148.84%-123.4pp |
| Employer contribution / active EE | $2,080 | $4,565-54.4% | $4,109-49.4% | $4,248-51.0% |
| Participant deferral / active EE | $4,471 | $6,134-27.1% | $5,467-18.2% | $6,531-31.5% |
| Admin fee / account holder | $289 | $18,825-98.5% | $16,047-98.2% | $14,480-98.0% |