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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 | $81,457-87.3% | $103,378-90.0% | $80,911-87.2% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 31.01% | 25.58%+5.4pp | 24.91%+6.1pp | 35.63%-4.6pp |
| Employer contribution / active EE | $1,895 | $3,107-39.0% | $3,870-51.0% | $2,756-31.2% |
| Participant deferral / active EE | $3,890 | $3,871+0.5% | $5,058-23.1% | $4,297-9.5% |
| Admin fee / account holder | $188 | $6,717-97.2% | $8,401-97.8% | $6,935-97.3% |