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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 | $10,162 | $93,064-89.1% | $74,577-86.4% | $273,972-96.3% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 9.51% | 26.18%-16.7pp | 20.47%-11.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,472 | $3,160-53.4% | $2,525-41.7% | $4,869-69.8% |
| Participant deferral / active EE | $1,967 | $4,160-52.7% | $3,458-43.1% | $5,287-62.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |