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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 | $16,988 | $56,287-69.8% | $80,977-79.0% | $62,881-73.0% |
| Participation rate | 93.1% | 68.9%+24.2pp | 75.8%+17.3pp | 69.3%+23.8pp |
| Annual return | 10.69% | 22.13%-11.4pp | 17.11%-6.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $4,189 | $1,943+115.6% | $3,715+12.8% | $2,281+83.7% |
| Participant deferral / active EE | $5,270 | $4,196+25.6% | $5,696-7.5% | $3,203+64.5% |
| Admin fee / account holder | $64 | $3,742-98.3% | $5,517-98.8% | $4,296-98.5% |