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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 | $11,281 | $135,956-91.7% | $123,894-90.9% | $273,972-95.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.83% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,100 | $5,170-78.7% | $4,617-76.2% | $4,869-77.4% |
| Participant deferral / active EE | $3,337 | $6,343-47.4% | $5,984-44.2% | $5,287-36.9% |
| Admin fee / account holder | $11 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |