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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 | $11,344 | $154,228-92.6% | $145,433-92.2% | $137,256-91.7% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 17.06% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,352 | $4,804-71.8% | $4,554-70.3% | $4,156-67.5% |
| Participant deferral / active EE | $2,621 | $8,216-68.1% | $7,897-66.8% | $6,407-59.1% |
| Admin fee / account holder | $151 | $14,344-98.9% | $13,129-98.9% | $12,270-98.8% |