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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 | $8,843 | $172,111-94.9% | $150,298-94.1% | $137,256-93.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.71% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,128 | $4,636-54.1% | $4,154-48.8% | $4,156-48.8% |
| Participant deferral / active EE | $1,793 | $6,166-70.9% | $5,453-67.1% | $6,407-72.0% |
| Admin fee / account holder | $258 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |