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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 | $9,420 | $185,312-94.9% | $161,489-94.2% | $154,746-93.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.77% | 103.84%-86.1pp | 89.72%-71.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,321 | $4,769-72.3% | $4,268-69.0% | $4,379-69.8% |
| Participant deferral / active EE | $2,764 | $6,350-56.5% | $5,630-50.9% | $6,730-58.9% |
| Admin fee / account holder | $70 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |