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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 | $174,379-93.9% | $152,093-93.1% | $138,895-92.4% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 24.17% | 74.86%-50.7pp | 66.36%-42.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $1,023 | $4,652-78.0% | $4,175-75.5% | $4,194-75.6% |
| Participant deferral / active EE | $2,144 | $6,159-65.2% | $5,451-60.7% | $6,396-66.5% |
| Admin fee / account holder | $80 | $16,880-99.5% | $14,497-99.4% | $12,562-99.4% |