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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 | $19,664 | $171,930-88.6% | $151,266-87.0% | $154,746-87.3% |
| Participation rate | 88.9% | 80.5%+8.3pp | 77.0%+11.9pp | 80.7%+8.2pp |
| Annual return | 22.08% | 242.03%-219.9pp | 180.60%-158.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,805 | $4,710-61.7% | $4,237-57.4% | $4,379-58.8% |
| Participant deferral / active EE | $3,053 | $8,191-62.7% | $7,337-58.4% | $6,730-54.6% |
| Admin fee / account holder | $52 | $15,803-99.7% | $13,159-99.6% | $14,365-99.6% |