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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 | $9,155 | $111,814-91.8% | $103,378-91.1% | $145,978-93.7% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 11.79% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,242 | $4,215-70.5% | $3,870-67.9% | $4,662-73.4% |
| Participant deferral / active EE | $1,528 | $5,618-72.8% | $5,058-69.8% | $6,690-77.2% |
| Admin fee / account holder | $17 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |