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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 | $18,494 | $58,828-68.6% | $78,002-76.3% | $62,881-70.6% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 17.10% | 17.16%-0.1pp | 425.99%-408.9pp | 20.14%-3.0pp |
| Employer contribution / active EE | $2,278 | $1,672+36.3% | $2,470-7.8% | $2,281-0.1% |
| Participant deferral / active EE | $4,231 | $2,686+57.6% | $3,497+21.0% | $3,203+32.1% |
| Admin fee / account holder | $146 | $4,393-96.7% | $5,481-97.3% | $4,296-96.6% |