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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 | $9,385 | $172,111-94.5% | $150,298-93.8% | $137,256-93.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 24.87% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,781 | $4,636-61.6% | $4,154-57.1% | $4,156-57.1% |
| Participant deferral / active EE | $2,492 | $6,166-59.6% | $5,453-54.3% | $6,407-61.1% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |