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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 | $11,298 | $73,988-84.7% | $96,538-88.3% | $75,177-85.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 16.38% | 26.73%-10.3pp | 35.74%-19.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,220 | $2,930-58.4% | $3,740-67.4% | $2,671-54.3% |
| Participant deferral / active EE | $2,721 | $3,660-25.7% | $4,880-44.3% | $4,126-34.1% |
| Admin fee / account holder | $6 | $5,220-99.9% | $6,737-99.9% | $5,651-99.9% |