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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 | $16,442 | $89,259-81.6% | $107,187-84.7% | $82,637-80.1% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 22.18% | 21.02%+1.2pp | 204.55%-182.4pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,532 | $3,080-17.8% | $3,782-33.0% | $2,552-0.8% |
| Participant deferral / active EE | $5,094 | $4,037+26.2% | $5,0960% | $4,126+23.4% |
| Admin fee / account holder | $46 | $7,381-99.4% | $9,162-99.5% | $7,339-99.4% |