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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 | $14,985 | $162,136-90.8% | $152,301-90.2% | $154,746-90.3% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 42.52% | 91.02%-48.5pp | 80.50%-38.0pp | 172.34%-129.8pp |
| Employer contribution / active EE | $2,210 | $4,890-54.8% | $4,624-52.2% | $4,379-49.5% |
| Participant deferral / active EE | $3,674 | $8,341-56.0% | $8,004-54.1% | $6,730-45.4% |
| Admin fee / account holder | $21 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |