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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 | $8,733 | $90,486-90.3% | $78,676-88.9% | $273,972-96.8% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 15.25% | 75.62%-60.4pp | 62.19%-46.9pp | 41.46%-26.2pp |
| Employer contribution / active EE | $823 | $3,175-74.1% | $2,850-71.1% | $4,869-83.1% |
| Participant deferral / active EE | $3,534 | $3,901-9.4% | $3,517+0.5% | $5,287-33.2% |
| Admin fee / account holder | $137 | $5,263-97.4% | $4,510-97.0% | $10,133-98.7% |