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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 | $10,734 | $98,240-89.1% | $82,313-87.0% | $147,585-92.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 26.38% | 30.85%-4.5pp | 25.88%+0.5pp | 578.58%-552.2pp |
| Employer contribution / active EE | $2,843 | $3,192-10.9% | $2,428+17.1% | $4,876-41.7% |
| Participant deferral / active EE | $1,379 | $4,383-68.5% | $3,706-62.8% | $5,439-74.6% |
| Admin fee / account holder | $21 | $8,563-99.8% | $5,608-99.6% | $10,886-99.8% |