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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 | $10,913 | $155,555-93.0% | $146,866-92.6% | $155,188-93.0% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 23.01% | 115.41%-92.4pp | 102.85%-79.8pp | 148.84%-125.8pp |
| Employer contribution / active EE | $1,978 | $4,647-57.4% | $4,425-55.3% | $4,248-53.4% |
| Participant deferral / active EE | $3,520 | $8,044-56.2% | $7,759-54.6% | $6,531-46.1% |
| Admin fee / account holder | $270 | $14,755-98.2% | $13,620-98.0% | $14,480-98.1% |