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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 | $23,181 | $181,896-87.3% | $156,551-85.2% | $273,972-91.5% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 8.06% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,780 | $6,248-55.5% | $5,501-49.5% | $4,869-42.9% |
| Participant deferral / active EE | $5,236 | $5,550-5.7% | $4,871+7.5% | $5,287-1.0% |
| Admin fee / account holder | $195 | $15,560-98.7% | $13,028-98.5% | $10,133-98.1% |