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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 | $11,353 | $174,379-93.5% | $152,093-92.5% | $138,895-91.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 34.15% | 74.86%-40.7pp | 66.36%-32.2pp | 145.39%-111.2pp |
| Employer contribution / active EE | $2,586 | $4,652-44.4% | $4,175-38.1% | $4,194-38.4% |
| Participant deferral / active EE | $9,361 | $6,159+52.0% | $5,451+71.7% | $6,396+46.4% |
| Admin fee / account holder | $11 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |