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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 | $11,222 | $49,255-77.2% | $70,494-84.1% | $79,856-85.9% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 31.78% | 30.10%+1.7pp | 109.16%-77.4pp | 31.71%+0.1pp |
| Employer contribution / active EE | $1,784 | $2,100-15.0% | $2,738-34.8% | $2,471-27.8% |
| Participant deferral / active EE | $3,212 | $2,768+16.0% | $3,711-13.4% | $3,741-14.1% |
| Admin fee / account holder | $94 | $2,879-96.7% | $3,848-97.6% | $5,306-98.2% |