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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 | $13,011 | $181,896-92.8% | $156,551-91.7% | $273,972-95.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 10.77% | 30.74%-20.0pp | 32.23%-21.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,930 | $6,248-69.1% | $5,501-64.9% | $4,869-60.4% |
| Participant deferral / active EE | $3,844 | $5,550-30.7% | $4,871-21.1% | $5,287-27.3% |
| Admin fee / account holder | $80 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |