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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 | $13,871 | $154,228-91.0% | $145,433-90.5% | $137,256-89.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 24.70% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,907 | $4,804-60.3% | $4,554-58.1% | $4,156-54.1% |
| Participant deferral / active EE | $3,476 | $8,216-57.7% | $7,897-56.0% | $6,407-45.7% |
| Admin fee / account holder | $31 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |