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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 | $16,625 | $162,136-89.7% | $152,301-89.1% | $154,746-89.3% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 20.93% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,664 | $4,890-66.0% | $4,624-64.0% | $4,379-62.0% |
| Participant deferral / active EE | $4,195 | $8,341-49.7% | $8,004-47.6% | $6,730-37.7% |
| Admin fee / account holder | $47 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |