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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 | $156,398-89.7% | $147,318-89.0% | $138,895-88.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 21.73% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,030 | $4,853-78.8% | $4,593-77.6% | $4,194-75.4% |
| Participant deferral / active EE | $6,823 | $8,237-17.2% | $7,906-13.7% | $6,396+6.7% |
| Admin fee / account holder | $18 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |