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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 | $10,913 | $154,228-92.9% | $145,433-92.5% | $137,256-92.0% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 23.01% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,978 | $4,804-58.8% | $4,554-56.6% | $4,156-52.4% |
| Participant deferral / active EE | $3,520 | $8,216-57.2% | $7,897-55.4% | $6,407-45.1% |
| Admin fee / account holder | $270 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |