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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 | $9,990 | $97,550-89.8% | $120,344-91.7% | $87,485-88.6% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.7%+2.7pp | 68.9%+10.5pp |
| Annual return | 18.19% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,367 | $2,291-40.3% | $3,020-54.7% | $2,596-47.3% |
| Participant deferral / active EE | $1,993 | $4,230-52.9% | $5,135-61.2% | $4,274-53.4% |
| Admin fee / account holder | $6 | $9,543-99.9% | $12,742-100.0% | $7,775-99.9% |