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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 | $18,835 | $79,961-76.4% | $98,462-80.9% | $75,177-74.9% |
| Participation rate | 80.6% | 70.4%+10.2pp | 75.2%+5.4pp | 67.2%+13.4pp |
| Annual return | 23.59% | 19.75%+3.8pp | 21.17%+2.4pp | 160.75%-137.2pp |
| Employer contribution / active EE | $8,797 | $2,264+288.5% | $3,049+188.5% | $2,671+229.3% |
| Participant deferral / active EE | $1,666 | $3,753-55.6% | $4,738-64.8% | $4,126-59.6% |
| Admin fee / account holder | $67 | $6,842-99.0% | $8,875-99.2% | $5,651-98.8% |