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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 | $11,803 | $73,988-84.0% | $96,538-87.8% | $75,177-84.3% |
| Participation rate | 91.2% | 66.4%+24.7pp | 74.3%+16.8pp | 67.2%+24.0pp |
| Annual return | 28.15% | 26.73%+1.4pp | 35.74%-7.6pp | 160.75%-132.6pp |
| Employer contribution / active EE | $1,776 | $2,930-39.4% | $3,740-52.5% | $2,671-33.5% |
| Participant deferral / active EE | $4,130 | $3,660+12.8% | $4,880-15.4% | $4,126+0.1% |
| Admin fee / account holder | $223 | $5,220-95.7% | $6,737-96.7% | $5,651-96.0% |