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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 | $13,604 | $181,062-92.5% | $158,223-91.4% | $155,188-91.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 21.85% | 57.39%-35.5pp | 52.09%-30.2pp | 148.84%-127.0pp |
| Employer contribution / active EE | $1,753 | $4,565-61.6% | $4,109-57.3% | $4,248-58.7% |
| Participant deferral / active EE | $2,255 | $6,134-63.2% | $5,467-58.8% | $6,531-65.5% |
| Admin fee / account holder | $30 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |