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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 | $162,136-92.3% | $152,301-91.8% | $154,746-91.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 24.56% | 91.02%-66.5pp | 80.50%-55.9pp | 172.34%-147.8pp |
| Employer contribution / active EE | $1,011 | $4,890-79.3% | $4,624-78.1% | $4,379-76.9% |
| Participant deferral / active EE | $5,404 | $8,341-35.2% | $8,004-32.5% | $6,730-19.7% |
| Admin fee / account holder | $259 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |