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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 | $11,083 | $127,387-91.3% | $115,038-90.4% | $125,389-91.2% |
| Participation rate | 84.2% | 84.2%+0.1pp | 81.4%+2.8pp | 83.2%+1.0pp |
| Annual return | 33.15% | 31.28%+1.9pp | 26.14%+7.0pp | 282.24%-249.1pp |
| Employer contribution / active EE | $937 | $5,166-81.9% | $4,608-79.7% | $4,866-80.7% |
| Participant deferral / active EE | $2,021 | $6,423-68.5% | $6,026-66.5% | $5,352-62.2% |
| Admin fee / account holder | $125 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |