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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 | $15,946 | $162,136-90.2% | $152,301-89.5% | $154,746-89.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.47% | 91.02%-72.6pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,609 | $4,890-67.1% | $4,624-65.2% | $4,379-63.3% |
| Participant deferral / active EE | $3,425 | $8,341-58.9% | $8,004-57.2% | $6,730-49.1% |
| Admin fee / account holder | $162 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |