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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 | $12,793 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.37% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,124 | $4,804-76.6% | $4,554-75.3% | $4,156-73.0% |
| Participant deferral / active EE | $3,138 | $8,216-61.8% | $7,897-60.3% | $6,407-51.0% |
| Admin fee / account holder | $194 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |