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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 | $136,860-91.9% | $120,344-90.7% | $154,746-92.8% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 32.11% | 21.38%+10.7pp | 20.30%+11.8pp | 172.34%-140.2pp |
| Employer contribution / active EE | $2,369 | $3,533-33.0% | $3,020-21.6% | $4,379-45.9% |
| Participant deferral / active EE | $3,472 | $5,793-40.1% | $5,135-32.4% | $6,730-48.4% |
| Admin fee / account holder | $15 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |