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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 | $20,295 | $135,956-85.1% | $123,894-83.6% | $273,972-92.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.70% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,905 | $5,170-63.2% | $4,617-58.7% | $4,869-60.9% |
| Participant deferral / active EE | $5,655 | $6,343-10.8% | $5,984-5.5% | $5,287+7.0% |
| Admin fee / account holder | $167 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |