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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 | $18,615 | $60,349-69.2% | $74,184-74.9% | $62,881-70.4% |
| Participation rate | 85.2% | 72.7%+12.5pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 13.57% | 21.38%-7.8pp | 17.74%-4.2pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,845 | $1,680+9.8% | $2,370-22.2% | $2,281-19.1% |
| Participant deferral / active EE | $2,721 | $2,856-4.7% | $3,550-23.3% | $3,203-15.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |