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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 | $22,424 | $87,834-74.5% | $133,975-83.3% | $62,881-64.3% |
| Participation rate | 86.8% | 83.4%+3.5pp | 87.1%-0.2pp | 69.3%+17.5pp |
| Annual return | 20.12% | 12.05%+8.1pp | 29.29%-9.2pp | 20.14%0pp |
| Employer contribution / active EE | $1,953 | $3,482-43.9% | $5,211-62.5% | $2,281-14.4% |
| Participant deferral / active EE | $7,976 | $4,812+65.8% | $6,282+27.0% | $3,203+149.0% |
| Admin fee / account holder | $79 | $5,372-98.5% | $9,324-99.2% | $4,296-98.2% |