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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 | $136,860-88.3% | $120,344-86.7% | $154,746-89.6% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 25.64% | 21.38%+4.3pp | 20.30%+5.3pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,762 | $3,533-50.1% | $3,020-41.7% | $4,379-59.8% |
| Participant deferral / active EE | $4,776 | $5,793-17.6% | $5,135-7.0% | $6,730-29.0% |
| Admin fee / account holder | $48 | $15,393-99.7% | $12,742-99.6% | $14,365-99.7% |