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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 | $7,821 | $108,882-92.8% | $96,754-91.9% | $154,746-94.9% |
| Participation rate | 76.5% | 75.1%+1.4pp | 70.3%+6.2pp | 80.7%-4.2pp |
| Annual return | 10.89% | 98.39%-87.5pp | 82.04%-71.1pp | 172.34%-161.4pp |
| Employer contribution / active EE | $919 | $3,018-69.6% | $2,679-65.7% | $4,379-79.0% |
| Participant deferral / active EE | $1,085 | $5,323-79.6% | $4,758-77.2% | $6,730-83.9% |
| Admin fee / account holder | $191 | $10,200-98.1% | $8,905-97.9% | $14,365-98.7% |