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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 | $11,910 | $72,273-83.5% | $101,275-88.2% | $79,856-85.1% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 32.30% | 22.30%+10.0pp | 46.48%-14.2pp | 31.71%+0.6pp |
| Employer contribution / active EE | $1,723 | $2,691-36.0% | $3,660-52.9% | $2,471-30.3% |
| Participant deferral / active EE | $2,845 | $3,282-13.3% | $4,371-34.9% | $3,741-23.9% |
| Admin fee / account holder | $215 | $4,401-95.1% | $5,948-96.4% | $5,306-96.0% |