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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 | $27,474 | $181,896-84.9% | $156,551-82.5% | $273,972-90.0% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 8.77% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $5,225 | $6,248-16.4% | $5,501-5.0% | $4,869+7.3% |
| Participant deferral / active EE | $3,774 | $5,550-32.0% | $4,871-22.5% | $5,287-28.6% |
| Admin fee / account holder | $59 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |