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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 | $7,197 | $172,111-95.8% | $150,298-95.2% | $137,256-94.8% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 28.98% | 69.37%-40.4pp | 62.79%-33.8pp | 220.34%-191.4pp |
| Employer contribution / active EE | $892 | $4,636-80.8% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $2,829 | $6,166-54.1% | $5,453-48.1% | $6,407-55.8% |
| Admin fee / account holder | $8 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |