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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 | $14,923 | $162,136-90.8% | $152,301-90.2% | $154,746-90.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 26.25% | 91.02%-64.8pp | 80.50%-54.3pp | 172.34%-146.1pp |
| Employer contribution / active EE | $1,581 | $4,890-67.7% | $4,624-65.8% | $4,379-63.9% |
| Participant deferral / active EE | $5,422 | $8,341-35.0% | $8,004-32.3% | $6,730-19.4% |
| Admin fee / account holder | $68 | $15,759-99.6% | $14,398-99.5% | $14,365-99.5% |