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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 | $21,368 | $181,896-88.3% | $156,551-86.4% | $273,972-92.2% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 6.29% | 30.74%-24.5pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,481 | $6,248-28.3% | $5,501-18.6% | $4,869-8.0% |
| Participant deferral / active EE | $2,157 | $5,550-61.1% | $4,871-55.7% | $5,287-59.2% |
| Admin fee / account holder | $129 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |