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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 | $12,100 | $153,769-92.1% | $133,975-91.0% | $273,972-95.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 17.26% | 36.51%-19.3pp | 29.29%-12.0pp | 41.46%-24.2pp |
| Employer contribution / active EE | $1,288 | $6,029-78.6% | $5,211-75.3% | $4,869-73.5% |
| Participant deferral / active EE | $3,766 | $6,958-45.9% | $6,282-40.0% | $5,287-28.8% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |