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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 | $11,909 | $135,956-91.2% | $123,894-90.4% | $273,972-95.7% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 50.13% | 56.63%-6.5pp | 47.52%+2.6pp | 41.46%+8.7pp |
| Employer contribution / active EE | $1,930 | $5,170-62.7% | $4,617-58.2% | $4,869-60.4% |
| Participant deferral / active EE | $6,931 | $6,343+9.3% | $5,984+15.8% | $5,287+31.1% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |