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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 | $21,550 | $209,336-89.7% | $197,124-89.1% | $137,256-84.3% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 48.36% | 48.09%+0.3pp | 44.34%+4.0pp | 220.34%-172.0pp |
| Employer contribution / active EE | $1,636 | $6,591-75.2% | $6,227-73.7% | $4,156-60.6% |
| Participant deferral / active EE | $3,761 | $9,614-60.9% | $9,135-58.8% | $6,407-41.3% |
| Admin fee / account holder | $151 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |