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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 | $15,775 | $185,312-91.5% | $161,489-90.2% | $154,746-89.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 26.31% | 103.84%-77.5pp | 89.72%-63.4pp | 172.34%-146.0pp |
| Employer contribution / active EE | $2,444 | $4,769-48.8% | $4,268-42.7% | $4,379-44.2% |
| Participant deferral / active EE | $2,877 | $6,350-54.7% | $5,630-48.9% | $6,730-57.3% |
| Admin fee / account holder | $32 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |