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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 | $16,961 | $165,361-89.7% | $149,715-88.7% | $158,950-89.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 16.98% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-285.9pp |
| Employer contribution / active EE | $1,472 | $5,103-71.2% | $4,645-68.3% | $4,762-69.1% |
| Participant deferral / active EE | $2,388 | $7,182-66.7% | $6,842-65.1% | $5,983-60.1% |
| Admin fee / account holder | $38 | $10,808-99.6% | $9,310-99.6% | $11,248-99.7% |