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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 | $13,921 | $181,896-92.3% | $156,551-91.1% | $273,972-94.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 16.34% | 30.74%-14.4pp | 32.23%-15.9pp | 41.46%-25.1pp |
| Employer contribution / active EE | $3,724 | $6,248-40.4% | $5,501-32.3% | $4,869-23.5% |
| Participant deferral / active EE | $5,710 | $5,550+2.9% | $4,871+17.2% | $5,287+8.0% |
| Admin fee / account holder | $182 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |