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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 | $154,228-90.7% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 33.08% | 74.59%-41.5pp | 66.58%-33.5pp | 220.34%-187.3pp |
| Employer contribution / active EE | $3,543 | $4,804-26.2% | $4,554-22.2% | $4,156-14.8% |
| Participant deferral / active EE | $5,376 | $8,216-34.6% | $7,897-31.9% | $6,407-16.1% |
| Admin fee / account holder | $27 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |