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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 | $11,579 | $181,896-93.6% | $156,551-92.6% | $273,972-95.8% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,591 | $6,248-58.5% | $5,501-52.9% | $4,869-46.8% |
| Participant deferral / active EE | $3,007 | $5,550-45.8% | $4,871-38.3% | $5,287-43.1% |
| Admin fee / account holder | $100 | $15,560-99.4% | $13,028-99.2% | $10,133-99.0% |