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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 | $177,156-91.3% | $147,027-89.5% | $154,746-90.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 20.27% | 21.94%-1.7pp | 20.23%0pp | 172.34%-152.1pp |
| Employer contribution / active EE | $892 | $4,336-79.4% | $3,626-75.4% | $4,379-79.6% |
| Participant deferral / active EE | $1,631 | $5,797-71.9% | $4,933-66.9% | $6,730-75.8% |
| Admin fee / account holder | $37 | $14,904-99.8% | $12,223-99.7% | $14,365-99.7% |