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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 | $11,035 | $181,896-93.9% | $156,551-93.0% | $273,972-96.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.94% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,439 | $6,248-77.0% | $5,501-73.9% | $4,869-70.5% |
| Participant deferral / active EE | $2,362 | $5,550-57.4% | $4,871-51.5% | $5,287-55.3% |
| Admin fee / account holder | $85 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |