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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 | $39,220 | $136,307-71.2% | $177,848-77.9% | $73,497-46.6% |
| Participation rate | 74.1% | 86.1%-12.0pp | 87.7%-13.6pp | 70.7%+3.4pp |
| Annual return | 22.52% | 18.68%+3.8pp | 48.33%-25.8pp | 28.51%-6.0pp |
| Employer contribution / active EE | $2,055 | $3,712-44.6% | $5,919-65.3% | $2,270-9.5% |
| Participant deferral / active EE | $3,393 | $5,829-41.8% | $7,714-56.0% | $3,740-9.3% |
| Admin fee / account holder | $151 | $596-74.6% | $12,431-98.8% | $513-70.5% |