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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 | $21,355 | $135,956-84.3% | $123,894-82.8% | $273,972-92.2% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 7.07% | 56.63%-49.6pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,933 | $5,170-62.6% | $4,617-58.1% | $4,869-60.3% |
| Participant deferral / active EE | $5,439 | $6,343-14.3% | $5,984-9.1% | $5,287+2.9% |
| Admin fee / account holder | $110 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |