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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 | $14,032 | $162,136-91.3% | $152,301-90.8% | $154,746-90.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 24.12% | 91.02%-66.9pp | 80.50%-56.4pp | 172.34%-148.2pp |
| Employer contribution / active EE | $1,736 | $4,890-64.5% | $4,624-62.5% | $4,379-60.4% |
| Participant deferral / active EE | $2,721 | $8,341-67.4% | $8,004-66.0% | $6,730-59.6% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |