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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 | $16,713 | $123,793-86.5% | $177,840-90.6% | $79,852-79.1% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.7%+2.5pp | 69.6%+20.6pp |
| Annual return | 22.57% | 22.82%-0.3pp | 48.32%-25.8pp | 31.72%-9.2pp |
| Employer contribution / active EE | $3,972 | $4,095-3.0% | $5,919-32.9% | $2,471+60.7% |
| Participant deferral / active EE | $3,848 | $5,956-35.4% | $7,714-50.1% | $3,740+2.9% |
| Admin fee / account holder | $219 | $7,243-97.0% | $12,431-98.2% | $5,306-95.9% |