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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 | $14,819 | $93,598-84.2% | $135,974-89.1% | $75,173-80.3% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 32.81% | 30.89%+1.9pp | 68.30%-35.5pp | 160.72%-127.9pp |
| Employer contribution / active EE | $2,650 | $3,538-25.1% | $4,859-45.5% | $2,671-0.8% |
| Participant deferral / active EE | $5,543 | $6,405-13.5% | $7,760-28.6% | $4,126+34.3% |
| Admin fee / account holder | $17 | $6,978-99.8% | $10,767-99.8% | $5,651-99.7% |