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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 | $14,504 | $156,398-90.7% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 27.72% | 78.75%-51.0pp | 70.43%-42.7pp | 145.39%-117.7pp |
| Employer contribution / active EE | $1,862 | $4,853-61.6% | $4,593-59.5% | $4,194-55.6% |
| Participant deferral / active EE | $3,101 | $8,237-62.4% | $7,906-60.8% | $6,396-51.5% |
| Admin fee / account holder | $22 | $14,976-99.9% | $13,708-99.8% | $12,562-99.8% |