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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 | $10,840 | $96,956-88.8% | $69,779-84.5% | $273,972-96.0% |
| Participation rate | 93.3% | 77.1%+16.3pp | 71.8%+21.5pp | 83.0%+10.3pp |
| Annual return | 8.26% | 12.93%-4.7pp | 12.99%-4.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,242 | $3,316-62.5% | $2,338-46.9% | $4,869-74.5% |
| Participant deferral / active EE | $1,914 | $3,744-48.9% | $2,931-34.7% | $5,287-63.8% |
| Admin fee / account holder | $208 | $7,934-97.4% | $4,381-95.3% | $10,133-97.9% |