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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 | $124,425-91.0% | $112,040-90.1% | $137,256-91.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 32.11% | 24.72%+7.4pp | 24.52%+7.6pp | 220.34%-188.2pp |
| Employer contribution / active EE | $2,369 | $3,411-30.6% | $2,954-19.8% | $4,156-43.0% |
| Participant deferral / active EE | $3,472 | $5,718-39.3% | $5,098-31.9% | $6,407-45.8% |
| Admin fee / account holder | $15 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |