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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 | $18,726 | $67,602-72.3% | $82,312-77.2% | $70,126-73.3% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 20.49% | 21.57%-1.1pp | 25.88%-5.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,406 | $1,755-19.9% | $2,428-42.1% | $2,343-40.0% |
| Participant deferral / active EE | $5,219 | $2,987+74.7% | $3,706+40.8% | $3,332+56.6% |
| Admin fee / account holder | $168 | $4,512-96.3% | $5,608-97.0% | $4,645-96.4% |