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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 | $12,492 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 24.56% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,011 | $4,804-78.9% | $4,554-77.8% | $4,156-75.7% |
| Participant deferral / active EE | $5,404 | $8,216-34.2% | $7,897-31.6% | $6,407-15.7% |
| Admin fee / account holder | $259 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |