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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 | $14,332 | $135,956-89.5% | $123,894-88.4% | $273,972-94.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 11.39% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,467 | $5,170-32.9% | $4,617-24.9% | $4,869-28.8% |
| Participant deferral / active EE | $6,634 | $6,343+4.6% | $5,984+10.9% | $5,287+25.5% |
| Admin fee / account holder | $93 | $9,817-99.0% | $8,357-98.9% | $10,133-99.1% |