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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 | $15,408 | $161,352-90.5% | $134,172-88.5% | $137,256-88.8% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.5%+17.5pp | 80.0%+10.0pp |
| Annual return | 20.27% | 28.72%-8.4pp | 25.30%-5.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $892 | $4,099-78.2% | $3,420-73.9% | $4,156-78.5% |
| Participant deferral / active EE | $1,631 | $5,552-70.6% | $4,690-65.2% | $6,407-74.5% |
| Admin fee / account holder | $37 | $15,028-99.8% | $12,016-99.7% | $12,270-99.7% |