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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 | $10,816 | $181,062-94.0% | $158,223-93.2% | $155,188-93.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 20.60% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $3,081 | $4,565-32.5% | $4,109-25.0% | $4,248-27.5% |
| Participant deferral / active EE | $3,886 | $6,134-36.6% | $5,467-28.9% | $6,531-40.5% |
| Admin fee / account holder | $293 | $18,825-98.4% | $16,047-98.2% | $14,480-98.0% |