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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 | $21,237 | $135,956-84.4% | $123,894-82.9% | $273,972-92.2% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 63.52% | 56.63%+6.9pp | 47.52%+16.0pp | 41.46%+22.1pp |
| Employer contribution / active EE | $2,135 | $5,170-58.7% | $4,617-53.7% | $4,869-56.1% |
| Participant deferral / active EE | $6,140 | $6,343-3.2% | $5,984+2.6% | $5,287+16.1% |
| Admin fee / account holder | $166 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |