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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 | $9,363 | $174,379-94.6% | $152,093-93.8% | $138,895-93.3% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 16.10% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,049 | $4,652-55.9% | $4,175-50.9% | $4,194-51.1% |
| Participant deferral / active EE | $4,630 | $6,159-24.8% | $5,451-15.1% | $6,396-27.6% |
| Admin fee / account holder | $117 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |