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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 | $22,021 | $135,956-83.8% | $123,894-82.2% | $273,972-92.0% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 10.06% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,724 | $5,170-66.7% | $4,617-62.7% | $4,869-64.6% |
| Participant deferral / active EE | $3,315 | $6,343-47.7% | $5,984-44.6% | $5,287-37.3% |
| Admin fee / account holder | $133 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |