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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 | $162,136-91.4% | $152,301-90.9% | $154,746-91.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 24.70% | 91.02%-66.3pp | 80.50%-55.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,907 | $4,890-61.0% | $4,624-58.8% | $4,379-56.5% |
| Participant deferral / active EE | $3,476 | $8,341-58.3% | $8,004-56.6% | $6,730-48.4% |
| Admin fee / account holder | $31 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |