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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 | $10,667 | $162,136-93.4% | $152,301-93.0% | $154,746-93.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 29.28% | 91.02%-61.7pp | 80.50%-51.2pp | 172.34%-143.1pp |
| Employer contribution / active EE | $2,874 | $4,890-41.2% | $4,624-37.9% | $4,379-34.4% |
| Participant deferral / active EE | $4,830 | $8,341-42.1% | $8,004-39.7% | $6,730-28.2% |
| Admin fee / account holder | $49 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |