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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 | $10,990 | $181,896-94.0% | $156,551-93.0% | $273,972-96.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 6.36% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,880 | $6,248-69.9% | $5,501-65.8% | $4,869-61.4% |
| Participant deferral / active EE | $3,598 | $5,550-35.2% | $4,871-26.1% | $5,287-32.0% |
| Admin fee / account holder | $144 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |