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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 | $23,561 | $67,606-65.1% | $82,313-71.4% | $70,124-66.4% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.3pp | 69.5%+24.6pp |
| Annual return | 20.41% | 21.57%-1.2pp | 25.88%-5.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,103 | $1,755+19.8% | $2,428-13.4% | $2,342-10.2% |
| Participant deferral / active EE | $5,108 | $2,987+71.0% | $3,706+37.8% | $3,332+53.3% |
| Admin fee / account holder | $149 | $4,512-96.7% | $5,608-97.3% | $4,645-96.8% |