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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 | $10,634 | $135,956-92.2% | $123,894-91.4% | $273,972-96.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 13.33% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $2,650 | $5,170-48.7% | $4,617-42.6% | $4,869-45.6% |
| Participant deferral / active EE | $6,926 | $6,343+9.2% | $5,984+15.7% | $5,287+31.0% |
| Admin fee / account holder | $235 | $9,817-97.6% | $8,357-97.2% | $10,133-97.7% |