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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 | $154,228-93.1% | $145,433-92.7% | $137,256-92.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 29.28% | 74.59%-45.3pp | 66.58%-37.3pp | 220.34%-191.1pp |
| Employer contribution / active EE | $2,874 | $4,804-40.2% | $4,554-36.9% | $4,156-30.9% |
| Participant deferral / active EE | $4,830 | $8,216-41.2% | $7,897-38.8% | $6,407-24.6% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |