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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 | $19,096 | $73,955-74.2% | $96,520-80.2% | $75,181-74.6% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 32.51% | 26.72%+5.8pp | 35.72%-3.2pp | 160.69%-128.2pp |
| Employer contribution / active EE | $3,819 | $2,930+30.3% | $3,739+2.2% | $2,671+43.0% |
| Participant deferral / active EE | $3,390 | $3,659-7.4% | $4,879-30.5% | $4,126-17.8% |
| Admin fee / account holder | $260 | $5,217-95.0% | $6,733-96.1% | $5,650-95.4% |