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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 | $22,951 | $181,896-87.4% | $156,551-85.3% | $273,972-91.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 7.83% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,441 | $6,248-76.9% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $3,162 | $5,550-43.0% | $4,871-35.1% | $5,287-40.2% |
| Admin fee / account holder | $143 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |