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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 | $22,022 | $135,956-83.8% | $123,894-82.2% | $273,972-92.0% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 9.28% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,682 | $5,170-67.5% | $4,617-63.6% | $4,869-65.5% |
| Participant deferral / active EE | $2,931 | $6,343-53.8% | $5,984-51.0% | $5,287-44.6% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,133-99.0% |