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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 | $28,914 | $181,896-84.1% | $156,551-81.5% | $273,972-89.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 10.61% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,693 | $6,248-72.9% | $5,501-69.2% | $4,869-65.2% |
| Participant deferral / active EE | $3,509 | $5,550-36.8% | $4,871-28.0% | $5,287-33.6% |
| Admin fee / account holder | $291 | $15,560-98.1% | $13,028-97.8% | $10,133-97.1% |