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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 | $12,509 | $155,555-92.0% | $146,866-91.5% | $155,188-91.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 160.00% | 115.41%+44.6pp | 102.85%+57.1pp | 148.84%+11.2pp |
| Employer contribution / active EE | $1,432 | $4,647-69.2% | $4,425-67.6% | $4,248-66.3% |
| Participant deferral / active EE | $3,022 | $8,044-62.4% | $7,759-61.1% | $6,531-53.7% |
| Admin fee / account holder | $13 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |