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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 | $95,453-89.5% | $112,040-91.1% | $82,448-87.9% |
| Participation rate | 79.4% | 72.8%+6.7pp | 76.5%+2.9pp | 68.1%+11.3pp |
| Annual return | 18.19% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,367 | $2,318-41.0% | $2,954-53.7% | $2,551-46.4% |
| Participant deferral / active EE | $1,993 | $4,224-52.8% | $5,098-60.9% | $4,139-51.8% |
| Admin fee / account holder | $6 | $9,013-99.9% | $12,098-100.0% | $7,234-99.9% |