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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 | $10,285 | $215,361-95.2% | $171,082-94.0% | $273,972-96.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 8.36% | 25.14%-16.8pp | 32.56%-24.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $725 | $4,967-85.4% | $4,002-81.9% | $4,869-85.1% |
| Participant deferral / active EE | $1,836 | $5,543-66.9% | $4,797-61.7% | $5,287-65.3% |
| Admin fee / account holder | $108 | $10,846-99.0% | $8,520-98.7% | $10,133-98.9% |