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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 | $10,370 | $111,814-90.7% | $103,378-90.0% | $145,978-92.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 23.88% | 24.80%-0.9pp | 24.91%-1.0pp | 550.52%-526.6pp |
| Employer contribution / active EE | $2,454 | $4,215-41.8% | $3,870-36.6% | $4,662-47.4% |
| Participant deferral / active EE | $4,387 | $5,618-21.9% | $5,058-13.3% | $6,690-34.4% |
| Admin fee / account holder | $14 | $9,764-99.9% | $8,401-99.8% | $13,400-99.9% |