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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 | $13,234 | $181,062-92.7% | $158,223-91.6% | $155,188-91.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 23.81% | 57.39%-33.6pp | 52.09%-28.3pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,862 | $4,565-59.2% | $4,109-54.7% | $4,248-56.2% |
| Participant deferral / active EE | $2,934 | $6,134-52.2% | $5,467-46.3% | $6,531-55.1% |
| Admin fee / account holder | $29 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |