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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 | $15,627 | $99,345-84.3% | $84,753-81.6% | $273,972-94.3% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.04% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $8,573 | $4,214+103.4% | $3,574+139.8% | $4,869+76.1% |
| Participant deferral / active EE | $4,151 | $4,270-2.8% | $3,712+11.8% | $5,287-21.5% |
| Admin fee / account holder | $45 | $6,645-99.3% | $5,333-99.2% | $10,133-99.6% |