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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 | $17,515 | $162,136-89.2% | $152,301-88.5% | $154,746-88.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 12.65% | 91.02%-78.4pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,662 | $4,890-66.0% | $4,624-64.1% | $4,379-62.0% |
| Participant deferral / active EE | $4,121 | $8,341-50.6% | $8,004-48.5% | $6,730-38.8% |
| Admin fee / account holder | $45 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |