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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 | $155,555-90.7% | $146,866-90.1% | $155,188-90.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 27.72% | 115.41%-87.7pp | 102.85%-75.1pp | 148.84%-121.1pp |
| Employer contribution / active EE | $1,862 | $4,647-59.9% | $4,425-57.9% | $4,248-56.2% |
| Participant deferral / active EE | $3,101 | $8,044-61.5% | $7,759-60.0% | $6,531-52.5% |
| Admin fee / account holder | $22 | $14,755-99.9% | $13,620-99.8% | $14,480-99.9% |