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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 | $25,118 | $72,486-65.3% | $87,103-71.2% | $72,976-65.6% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 24.82% | 24.46%+0.4pp | 28.19%-3.4pp | 81.02%-56.2pp |
| Employer contribution / active EE | $1,758 | $1,894-7.2% | $2,521-30.3% | $2,440-28.0% |
| Participant deferral / active EE | $4,646 | $3,270+42.1% | $4,049+14.8% | $3,608+28.8% |
| Admin fee / account holder | $19 | $5,055-99.6% | $7,491-99.7% | $5,124-99.6% |