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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 | $11,446 | $117,444-90.3% | $99,479-88.5% | $152,909-92.5% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 34.58% | 31.87%+2.7pp | 30.72%+3.9pp | 345.46%-310.9pp |
| Employer contribution / active EE | $1,477 | $3,014-51.0% | $2,540-41.9% | $4,764-69.0% |
| Participant deferral / active EE | $3,105 | $4,086-24.0% | $3,619-14.2% | $5,851-46.9% |
| Admin fee / account holder | $57 | $7,635-99.2% | $6,253-99.1% | $11,601-99.5% |