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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 | $21,066 | $153,769-86.3% | $133,975-84.3% | $273,972-92.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 9.41% | 36.51%-27.1pp | 29.29%-19.9pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,276 | $6,029-62.3% | $5,211-56.3% | $4,869-53.3% |
| Participant deferral / active EE | $3,725 | $6,958-46.5% | $6,282-40.7% | $5,287-29.6% |
| Admin fee / account holder | $151 | $11,765-98.7% | $9,324-98.4% | $10,133-98.5% |