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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 | $10,156 | $73,988-86.3% | $96,538-89.5% | $75,177-86.5% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 29.56% | 26.73%+2.8pp | 35.74%-6.2pp | 160.75%-131.2pp |
| Employer contribution / active EE | $1,711 | $2,930-41.6% | $3,740-54.3% | $2,671-35.9% |
| Participant deferral / active EE | $2,540 | $3,660-30.6% | $4,880-48.0% | $4,126-38.4% |
| Admin fee / account holder | $215 | $5,220-95.9% | $6,737-96.8% | $5,651-96.2% |