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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 | $10,973 | $66,764-83.6% | $88,497-87.6% | $62,881-82.5% |
| Participation rate | 82.8% | 77.3%+5.5pp | 82.4%+0.4pp | 69.3%+13.5pp |
| Annual return | 19.90% | 10.37%+9.5pp | 7.63%+12.3pp | 20.14%-0.2pp |
| Employer contribution / active EE | $1,436 | $3,077-53.3% | $4,036-64.4% | $2,281-37.1% |
| Participant deferral / active EE | $4,694 | $3,976+18.1% | $4,899-4.2% | $3,203+46.6% |
| Admin fee / account holder | $184 | $4,668-96.1% | $6,220-97.0% | $4,296-95.7% |