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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 | $11,139 | $162,821-93.2% | $133,978-91.7% | $158,982-93.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 44.34% | 41.95%+2.4pp | 45.10%-0.8pp | 302.99%-258.6pp |
| Employer contribution / active EE | $2,717 | $4,976-45.4% | $3,919-30.7% | $4,763-42.9% |
| Participant deferral / active EE | $3,487 | $5,910-41.0% | $5,047-30.9% | $5,983-41.7% |
| Admin fee / account holder | $91 | $11,742-99.2% | $8,930-99.0% | $11,252-99.2% |