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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 | $86,938-84.2% | $102,423-86.6% | $80,925-83.0% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 24.39% | 18.89%+5.5pp | 29.42%-5.0pp | 35.65%-11.3pp |
| Employer contribution / active EE | $2,787 | $2,369+17.6% | $3,023-7.8% | $2,756+1.1% |
| Participant deferral / active EE | $4,030 | $4,120-2.2% | $5,054-20.3% | $4,299-6.3% |
| Admin fee / account holder | $181 | $8,053-97.7% | $9,455-98.1% | $6,940-97.4% |