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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 | $16,137 | $162,136-90.0% | $152,301-89.4% | $154,746-89.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 21.73% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,030 | $4,890-78.9% | $4,624-77.7% | $4,379-76.5% |
| Participant deferral / active EE | $6,823 | $8,341-18.2% | $8,004-14.8% | $6,730+1.4% |
| Admin fee / account holder | $18 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |