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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 | $10,872 | $105,623-89.7% | $87,502-87.6% | $273,972-96.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 16.97% | 12.26%+4.7pp | 12.21%+4.8pp | 41.46%-24.5pp |
| Employer contribution / active EE | $2,078 | $3,141-33.8% | $2,550-18.5% | $4,869-57.3% |
| Participant deferral / active EE | $3,551 | $3,601-1.4% | $3,149+12.8% | $5,287-32.8% |
| Admin fee / account holder | $4 | $4,781-99.9% | $4,221-99.9% | $10,133-100.0% |