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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 | $156,398-97.3% | $147,318-97.1% | $138,895-97.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 34.58% | 78.75%-44.2pp | 70.43%-35.9pp | 145.39%-110.8pp |
| Employer contribution / active EE | $1,887 | $4,853-61.1% | $4,593-58.9% | $4,194-55.0% |
| Participant deferral / active EE | $4,281 | $8,237-48.0% | $7,906-45.9% | $6,396-33.1% |
| Admin fee / account holder | $74 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |