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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 | $11,644 | $181,896-93.6% | $156,551-92.6% | $273,972-95.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 35.60% | 30.74%+4.9pp | 32.23%+3.4pp | 41.46%-5.9pp |
| Employer contribution / active EE | $4,730 | $6,248-24.3% | $5,501-14.0% | $4,869-2.8% |
| Participant deferral / active EE | $3,686 | $5,550-33.6% | $4,871-24.3% | $5,287-30.3% |
| Admin fee / account holder | $53 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |