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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 | $19,336 | $135,956-85.8% | $123,894-84.4% | $273,972-92.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 26.23% | 56.63%-30.4pp | 47.52%-21.3pp | 41.46%-15.2pp |
| Employer contribution / active EE | $3,103 | $5,170-40.0% | $4,617-32.8% | $4,869-36.3% |
| Participant deferral / active EE | $7,154 | $6,343+12.8% | $5,984+19.5% | $5,287+35.3% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |