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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 | $15,618 | $162,136-90.4% | $152,301-89.7% | $154,746-89.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 23.18% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,267 | $4,890-74.1% | $4,624-72.6% | $4,379-71.1% |
| Participant deferral / active EE | $3,439 | $8,341-58.8% | $8,004-57.0% | $6,730-48.9% |
| Admin fee / account holder | $27 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |