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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 | $15,094 | $162,136-90.7% | $152,301-90.1% | $154,746-90.2% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 21.58% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,422 | $4,890-70.9% | $4,624-69.3% | $4,379-67.5% |
| Participant deferral / active EE | $3,703 | $8,341-55.6% | $8,004-53.7% | $6,730-45.0% |
| Admin fee / account holder | $71 | $15,759-99.6% | $14,398-99.5% | $14,365-99.5% |