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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 | $29,218 | $181,896-83.9% | $156,551-81.3% | $273,972-89.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.52% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,917 | $6,248-69.3% | $5,501-65.1% | $4,869-60.6% |
| Participant deferral / active EE | $3,982 | $5,550-28.3% | $4,871-18.3% | $5,287-24.7% |
| Admin fee / account holder | $72 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |