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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 | $10,332 | $99,345-89.6% | $84,753-87.8% | $273,972-96.2% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 11.47% | 22.93%-11.5pp | 22.78%-11.3pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,592 | $4,214-62.2% | $3,574-55.5% | $4,869-67.3% |
| Participant deferral / active EE | $5,148 | $4,270+20.6% | $3,712+38.7% | $5,287-2.6% |
| Admin fee / account holder | $36 | $6,645-99.5% | $5,333-99.3% | $10,133-99.6% |