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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 | $155,555-90.1% | $146,866-89.5% | $155,188-90.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 28.59% | 115.41%-86.8pp | 102.85%-74.3pp | 148.84%-120.3pp |
| Employer contribution / active EE | $2,535 | $4,647-45.4% | $4,425-42.7% | $4,248-40.3% |
| Participant deferral / active EE | $4,982 | $8,044-38.1% | $7,759-35.8% | $6,531-23.7% |
| Admin fee / account holder | $121 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |