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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 | $10,740 | $99,345-89.2% | $84,753-87.3% | $273,972-96.1% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 11.37% | 22.93%-11.6pp | 22.78%-11.4pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,778 | $4,214-57.8% | $3,574-50.3% | $4,869-63.5% |
| Participant deferral / active EE | $3,693 | $4,270-13.5% | $3,712-0.5% | $5,287-30.1% |
| Admin fee / account holder | $182 | $6,645-97.3% | $5,333-96.6% | $10,133-98.2% |