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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 | $15,387 | $162,136-90.5% | $152,301-89.9% | $154,746-90.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 28.59% | 91.02%-62.4pp | 80.50%-51.9pp | 172.34%-143.8pp |
| Employer contribution / active EE | $2,535 | $4,890-48.2% | $4,624-45.2% | $4,379-42.1% |
| Participant deferral / active EE | $4,982 | $8,341-40.3% | $8,004-37.8% | $6,730-26.0% |
| Admin fee / account holder | $121 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |