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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 | $11,942 | $215,361-94.5% | $171,082-93.0% | $273,972-95.6% |
| Participation rate | 82.6% | 82.0%+0.6pp | 76.7%+5.9pp | 83.0%-0.4pp |
| Annual return | 9.61% | 25.14%-15.5pp | 32.56%-22.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,815 | $4,967-63.5% | $4,002-54.7% | $4,869-62.7% |
| Participant deferral / active EE | $3,543 | $5,543-36.1% | $4,797-26.1% | $5,287-33.0% |
| Admin fee / account holder | $167 | $10,846-98.5% | $8,520-98.0% | $10,133-98.4% |