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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 | $10,481 | $136,860-92.3% | $120,344-91.3% | $154,746-93.2% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 33.51% | 21.38%+12.1pp | 20.30%+13.2pp | 172.34%-138.8pp |
| Employer contribution / active EE | $1,341 | $3,533-62.0% | $3,020-55.6% | $4,379-69.4% |
| Participant deferral / active EE | $2,632 | $5,793-54.6% | $5,135-48.8% | $6,730-60.9% |
| Admin fee / account holder | $15 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |