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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 | $10,371 | $81,487-87.3% | $102,412-89.9% | $80,935-87.2% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.7%+2.7pp |
| Annual return | 31.01% | 25.60%+5.4pp | 24.94%+6.1pp | 35.66%-4.6pp |
| Employer contribution / active EE | $1,895 | $3,103-38.9% | $3,870-51.0% | $2,757-31.3% |
| Participant deferral / active EE | $3,890 | $3,871+0.5% | $5,060-23.1% | $4,299-9.5% |
| Admin fee / account holder | $188 | $6,717-97.2% | $8,388-97.8% | $6,924-97.3% |