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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 | $138,312-92.4% | $122,979-91.5% | $155,188-93.2% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 33.51% | 22.06%+11.4pp | 20.12%+13.4pp | 148.84%-115.3pp |
| Employer contribution / active EE | $1,341 | $3,530-62.0% | $3,062-56.2% | $4,248-68.4% |
| Participant deferral / active EE | $2,632 | $5,592-52.9% | $5,003-47.4% | $6,531-59.7% |
| Admin fee / account holder | $15 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |