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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 | $14,886 | $154,228-90.3% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 20.98% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,343 | $4,804-72.0% | $4,554-70.5% | $4,156-67.7% |
| Participant deferral / active EE | $2,634 | $8,216-67.9% | $7,897-66.6% | $6,407-58.9% |
| Admin fee / account holder | $82 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |