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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 | $11,989 | $99,345-87.9% | $84,753-85.9% | $273,972-95.6% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 12.23% | 22.93%-10.7pp | 22.78%-10.6pp | 41.46%-29.2pp |
| Employer contribution / active EE | $1,823 | $4,214-56.7% | $3,574-49.0% | $4,869-62.5% |
| Participant deferral / active EE | $6,059 | $4,270+41.9% | $3,712+63.2% | $5,287+14.6% |
| Admin fee / account holder | $190 | $6,645-97.1% | $5,333-96.4% | $10,133-98.1% |