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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 | $11,334 | $127,387-91.1% | $115,038-90.1% | $125,389-91.0% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | 10.45% | 31.28%-20.8pp | 26.14%-15.7pp | 282.24%-271.8pp |
| Employer contribution / active EE | $4,085 | $5,166-20.9% | $4,608-11.4% | $4,866-16.1% |
| Participant deferral / active EE | $2,333 | $6,423-63.7% | $6,026-61.3% | $5,352-56.4% |
| Admin fee / account holder | $295 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |