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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 | $18,519 | $135,956-86.4% | $123,894-85.1% | $273,972-93.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 5.96% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,216 | $5,170-76.5% | $4,617-73.7% | $4,869-75.0% |
| Participant deferral / active EE | $2,913 | $6,343-54.1% | $5,984-51.3% | $5,287-44.9% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-96.9% | $10,133-97.5% |