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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 | $13,720 | $86,949-84.2% | $102,460-86.6% | $80,959-83.1% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 24.39% | 18.89%+5.5pp | 29.47%-5.1pp | 35.67%-11.3pp |
| Employer contribution / active EE | $2,787 | $2,370+17.6% | $3,025-7.9% | $2,757+1.1% |
| Participant deferral / active EE | $4,030 | $4,121-2.2% | $5,056-20.3% | $4,300-6.3% |
| Admin fee / account holder | $181 | $8,048-97.7% | $9,460-98.1% | $6,925-97.4% |