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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 | $10,563 | $185,312-94.3% | $161,489-93.5% | $154,746-93.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 24.17% | 103.84%-79.7pp | 89.72%-65.5pp | 172.34%-148.2pp |
| Employer contribution / active EE | $1,023 | $4,769-78.5% | $4,268-76.0% | $4,379-76.6% |
| Participant deferral / active EE | $2,144 | $6,350-66.2% | $5,630-61.9% | $6,730-68.1% |
| Admin fee / account holder | $80 | $18,654-99.6% | $16,006-99.5% | $14,365-99.4% |