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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 | $4,205 | $162,136-97.4% | $152,301-97.2% | $154,746-97.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 34.58% | 91.02%-56.4pp | 80.50%-45.9pp | 172.34%-137.8pp |
| Employer contribution / active EE | $1,887 | $4,890-61.4% | $4,624-59.2% | $4,379-56.9% |
| Participant deferral / active EE | $4,281 | $8,341-48.7% | $8,004-46.5% | $6,730-36.4% |
| Admin fee / account holder | $74 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |