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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 | $12,833 | $126,661-89.9% | $113,397-88.7% | $138,895-90.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 22.99% | 25.05%-2.1pp | 23.20%-0.2pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,628 | $3,456-52.9% | $2,977-45.3% | $4,194-61.2% |
| Participant deferral / active EE | $2,610 | $5,693-54.2% | $5,076-48.6% | $6,396-59.2% |
| Admin fee / account holder | $95 | $14,549-99.3% | $11,957-99.2% | $12,562-99.2% |