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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 | $3,891 | $155,555-97.5% | $146,866-97.4% | $155,188-97.5% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 52.98% | 115.41%-62.4pp | 102.85%-49.9pp | 148.84%-95.9pp |
| Employer contribution / active EE | $799 | $4,647-82.8% | $4,425-81.9% | $4,248-81.2% |
| Participant deferral / active EE | $2,556 | $8,044-68.2% | $7,759-67.1% | $6,531-60.9% |
| Admin fee / account holder | $89 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |