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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 | $11,174 | $181,062-93.8% | $158,223-92.9% | $155,188-92.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 26.68% | 57.39%-30.7pp | 52.09%-25.4pp | 148.84%-122.2pp |
| Employer contribution / active EE | $1,284 | $4,565-71.9% | $4,109-68.7% | $4,248-69.8% |
| Participant deferral / active EE | $2,253 | $6,134-63.3% | $5,467-58.8% | $6,531-65.5% |
| Admin fee / account holder | $14 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |