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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 | $19,149 | $93,346-79.5% | $71,796-73.3% | $273,970-93.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 11.30% | 130.39%-119.1pp | 78.04%-66.7pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,279 | $2,733-53.2% | $1,924-33.5% | $4,869-73.7% |
| Participant deferral / active EE | $5,284 | $3,475+52.1% | $2,794+89.1% | $5,287-0.1% |
| Admin fee / account holder | $284 | $6,571-95.7% | $4,815-94.1% | $10,132-97.2% |