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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 | $10,150 | $174,379-94.2% | $152,093-93.3% | $138,895-92.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 34.45% | 74.86%-40.4pp | 66.36%-31.9pp | 145.39%-110.9pp |
| Employer contribution / active EE | $2,475 | $4,652-46.8% | $4,175-40.7% | $4,194-41.0% |
| Participant deferral / active EE | $2,475 | $6,159-59.8% | $5,451-54.6% | $6,396-61.3% |
| Admin fee / account holder | $90 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |