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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 | $22,508 | $199,109-88.7% | $173,730-87.0% | $154,746-85.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 21.56% | 20.02%+1.5pp | 19.96%+1.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,696 | $5,311-68.1% | $4,577-62.9% | $4,379-61.3% |
| Participant deferral / active EE | $8,695 | $7,113+22.2% | $6,326+37.4% | $6,730+29.2% |
| Admin fee / account holder | $60 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |