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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 | $156,398-90.5% | $147,318-89.9% | $138,895-89.3% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 20.98% | 78.75%-57.8pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,343 | $4,853-72.3% | $4,593-70.8% | $4,194-68.0% |
| Participant deferral / active EE | $2,634 | $8,237-68.0% | $7,906-66.7% | $6,396-58.8% |
| Admin fee / account holder | $82 | $14,976-99.5% | $13,708-99.4% | $12,562-99.3% |