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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 | $172,111-93.9% | $150,298-93.0% | $137,256-92.3% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 24.17% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,023 | $4,636-77.9% | $4,154-75.4% | $4,156-75.4% |
| Participant deferral / active EE | $2,144 | $6,166-65.2% | $5,453-60.7% | $6,407-66.5% |
| Admin fee / account holder | $80 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |