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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 | $100,194-90.0% | $122,979-91.9% | $86,983-88.5% |
| Participation rate | 79.4% | 73.0%+6.4pp | 77.2%+2.2pp | 69.5%+9.9pp |
| Annual return | 18.19% | 16.47%+1.7pp | 20.12%-1.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,367 | $2,326-41.2% | $3,062-55.3% | $2,584-47.1% |
| Participant deferral / active EE | $1,993 | $4,133-51.8% | $5,003-60.2% | $4,194-52.5% |
| Admin fee / account holder | $6 | $10,148-99.9% | $12,864-100.0% | $7,856-99.9% |