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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 | $15,957 | $135,956-88.3% | $123,894-87.1% | $273,972-94.2% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 7.69% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,058 | $5,170-60.2% | $4,617-55.4% | $4,869-57.7% |
| Participant deferral / active EE | $4,212 | $6,343-33.6% | $5,984-29.6% | $5,287-20.3% |
| Admin fee / account holder | $183 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |