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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 | $185,312-92.7% | $161,489-91.6% | $154,746-91.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 21.85% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,753 | $4,769-63.2% | $4,268-58.9% | $4,379-60.0% |
| Participant deferral / active EE | $2,255 | $6,350-64.5% | $5,630-59.9% | $6,730-66.5% |
| Admin fee / account holder | $30 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |