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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 | $16,688 | $162,136-89.7% | $152,301-89.0% | $154,746-89.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 23.90% | 91.02%-67.1pp | 80.50%-56.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,898 | $4,890-61.2% | $4,624-59.0% | $4,379-56.7% |
| Participant deferral / active EE | $3,366 | $8,341-59.6% | $8,004-57.9% | $6,730-50.0% |
| Admin fee / account holder | $192 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |