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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 | $17,158 | $135,956-87.4% | $123,894-86.2% | $273,972-93.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 21.15% | 56.63%-35.5pp | 47.52%-26.4pp | 41.46%-20.3pp |
| Employer contribution / active EE | $3,221 | $5,170-37.7% | $4,617-30.2% | $4,869-33.9% |
| Participant deferral / active EE | $6,518 | $6,343+2.8% | $5,984+8.9% | $5,287+23.3% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |