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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 | $16,045 | $124,425-87.1% | $112,040-85.7% | $137,256-88.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 25.64% | 24.72%+0.9pp | 24.52%+1.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,762 | $3,411-48.4% | $2,954-40.4% | $4,156-57.6% |
| Participant deferral / active EE | $4,776 | $5,718-16.5% | $5,098-6.3% | $6,407-25.5% |
| Admin fee / account holder | $48 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |