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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 | $22,579 | $136,307-83.4% | $177,848-87.3% | $73,497-69.3% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.7pp |
| Annual return | 21.74% | 18.68%+3.1pp | 48.33%-26.6pp | 28.51%-6.8pp |
| Employer contribution / active EE | $2,853 | $3,712-23.2% | $5,919-51.8% | $2,270+25.7% |
| Participant deferral / active EE | $3,735 | $5,829-35.9% | $7,714-51.6% | $3,740-0.1% |
| Admin fee / account holder | $168 | $596-71.9% | $12,431-98.7% | $513-67.3% |