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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 | $16,592 | $162,136-89.8% | $152,301-89.1% | $154,746-89.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 22.34% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,436 | $4,890-70.6% | $4,624-68.9% | $4,379-67.2% |
| Participant deferral / active EE | $4,065 | $8,341-51.3% | $8,004-49.2% | $6,730-39.6% |
| Admin fee / account holder | $147 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |