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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 | $17,855 | $76,551-76.7% | $123,894-85.6% | $62,881-71.6% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 17.17% | 18.68%-1.5pp | 47.52%-30.3pp | 20.14%-3.0pp |
| Employer contribution / active EE | $2,098 | $2,882-27.2% | $4,617-54.6% | $2,281-8.0% |
| Participant deferral / active EE | $3,352 | $4,840-30.7% | $5,984-44.0% | $3,203+4.7% |
| Admin fee / account holder | $77 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |