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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 | $18,025 | $78,670-77.1% | $109,173-83.5% | $85,847-79.0% |
| Participation rate | 71.1% | 68.3%+2.8pp | 75.9%-4.8pp | 69.3%+1.7pp |
| Annual return | 23.83% | 25.09%-1.3pp | 25.75%-1.9pp | 318.61%-294.8pp |
| Employer contribution / active EE | $3,287 | $2,734+20.2% | $3,723-11.7% | $2,565+28.1% |
| Participant deferral / active EE | $4,262 | $3,467+22.9% | $4,654-8.4% | $3,952+7.9% |
| Admin fee / account holder | $240 | $5,469-95.6% | $6,755-96.4% | $6,261-96.2% |