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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 | $14,408 | $162,136-91.1% | $152,301-90.5% | $154,746-90.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 33.08% | 91.02%-57.9pp | 80.50%-47.4pp | 172.34%-139.3pp |
| Employer contribution / active EE | $3,543 | $4,890-27.6% | $4,624-23.4% | $4,379-19.1% |
| Participant deferral / active EE | $5,376 | $8,341-35.5% | $8,004-32.8% | $6,730-20.1% |
| Admin fee / account holder | $27 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |