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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 | $21,599 | $95,453-77.4% | $112,040-80.7% | $82,448-73.8% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 24.19% | 23.92%+0.3pp | 24.52%-0.3pp | 41.64%-17.5pp |
| Employer contribution / active EE | $3,106 | $2,318+34.0% | $2,954+5.1% | $2,551+21.7% |
| Participant deferral / active EE | $5,859 | $4,224+38.7% | $5,098+14.9% | $4,139+41.5% |
| Admin fee / account holder | $272 | $9,013-97.0% | $12,098-97.8% | $7,234-96.2% |