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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 | $7,993 | $174,379-95.4% | $152,093-94.7% | $138,895-94.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 156.52% | 74.86%+81.7pp | 66.36%+90.2pp | 145.39%+11.1pp |
| Employer contribution / active EE | $2,126 | $4,652-54.3% | $4,175-49.1% | $4,194-49.3% |
| Participant deferral / active EE | $1,798 | $6,159-70.8% | $5,451-67.0% | $6,396-71.9% |
| Admin fee / account holder | $241 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |