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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 | $13,063 | $99,345-86.9% | $84,753-84.6% | $273,972-95.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 19.90% | 22.93%-3.0pp | 22.78%-2.9pp | 41.46%-21.6pp |
| Employer contribution / active EE | $3,223 | $4,214-23.5% | $3,574-9.8% | $4,869-33.8% |
| Participant deferral / active EE | $4,003 | $4,270-6.3% | $3,712+7.8% | $5,287-24.3% |
| Admin fee / account holder | $100 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |