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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 | $17,568 | $98,760-82.2% | $149,715-88.3% | $79,858-78.0% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.8pp |
| Annual return | 27.02% | 27.43%-0.4pp | 276.66%-249.6pp | 31.72%-4.7pp |
| Employer contribution / active EE | $2,330 | $3,217-27.6% | $4,645-49.8% | $2,471-5.7% |
| Participant deferral / active EE | $4,192 | $5,681-26.2% | $6,842-38.7% | $3,740+12.1% |
| Admin fee / account holder | $282 | $6,053-95.3% | $9,310-97.0% | $5,306-94.7% |