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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 | $14,550 | $185,312-92.1% | $161,489-91.0% | $154,746-90.6% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 21.19% | 103.84%-82.7pp | 89.72%-68.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,182 | $4,769-33.3% | $4,268-25.4% | $4,379-27.3% |
| Participant deferral / active EE | $3,207 | $6,350-49.5% | $5,630-43.0% | $6,730-52.3% |
| Admin fee / account holder | $127 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |