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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 | $11,146 | $126,661-91.2% | $113,397-90.2% | $138,895-92.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.5%+14.4pp | 79.9%+11.0pp |
| Annual return | 32.11% | 25.05%+7.1pp | 23.20%+8.9pp | 145.39%-113.3pp |
| Employer contribution / active EE | $2,369 | $3,456-31.5% | $2,977-20.4% | $4,194-43.5% |
| Participant deferral / active EE | $3,472 | $5,693-39.0% | $5,076-31.6% | $6,396-45.7% |
| Admin fee / account holder | $15 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |