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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 | $19,269 | $73,978-74.0% | $96,515-80.0% | $75,173-74.4% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 25.24% | 26.72%-1.5pp | 35.73%-10.5pp | 160.72%-135.5pp |
| Employer contribution / active EE | $2,417 | $2,931-17.5% | $3,740-35.4% | $2,671-9.5% |
| Participant deferral / active EE | $5,476 | $3,660+49.6% | $4,880+12.2% | $4,126+32.7% |
| Admin fee / account holder | $218 | $5,219-95.8% | $6,735-96.8% | $5,651-96.1% |