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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 | $156,398-90.8% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 33.08% | 78.75%-45.7pp | 70.43%-37.4pp | 145.39%-112.3pp |
| Employer contribution / active EE | $3,543 | $4,853-27.0% | $4,593-22.9% | $4,194-15.5% |
| Participant deferral / active EE | $5,376 | $8,237-34.7% | $7,906-32.0% | $6,396-16.0% |
| Admin fee / account holder | $27 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |