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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 | $13,281 | $117,904-88.7% | $102,457-87.0% | $145,978-90.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 17.33% | 31.80%-14.5pp | 29.41%-12.1pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,059 | $3,613-43.0% | $3,022-31.9% | $4,662-55.8% |
| Participant deferral / active EE | $5,014 | $5,733-12.6% | $5,054-0.8% | $6,690-25.1% |
| Admin fee / account holder | $71 | $13,329-99.5% | $9,451-99.3% | $13,400-99.5% |