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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 | $11,810 | $117,846-90.0% | $102,434-88.5% | $145,884-91.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.57% | 31.90%-17.3pp | 29.46%-14.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,799 | $3,615-50.2% | $3,023-40.5% | $4,662-61.4% |
| Participant deferral / active EE | $2,151 | $5,733-62.5% | $5,055-57.4% | $6,690-67.8% |
| Admin fee / account holder | $98 | $13,356-99.3% | $9,462-99.0% | $13,392-99.3% |