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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 | $11,145 | $110,307-89.9% | $96,576-88.5% | $139,456-92.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 31.28% | 26.40%+4.9pp | 25.87%+5.4pp | 373.45%-342.2pp |
| Employer contribution / active EE | $1,900 | $3,619-47.5% | $2,965-35.9% | $4,753-60.0% |
| Participant deferral / active EE | $5,111 | $5,547-7.9% | $4,851+5.4% | $6,711-23.8% |
| Admin fee / account holder | $90 | $11,597-99.2% | $8,253-98.9% | $11,407-99.2% |