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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 | $11,358 | $174,379-93.5% | $152,093-92.5% | $138,895-91.8% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 26.83% | 74.86%-48.0pp | 66.36%-39.5pp | 145.39%-118.6pp |
| Employer contribution / active EE | $1,965 | $4,652-57.8% | $4,175-52.9% | $4,194-53.1% |
| Participant deferral / active EE | $2,919 | $6,159-52.6% | $5,451-46.4% | $6,396-54.4% |
| Admin fee / account holder | $81 | $16,880-99.5% | $14,497-99.4% | $12,562-99.4% |