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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 | $32,141 | $95,453-66.3% | $112,040-71.3% | $82,448-61.0% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 17.80% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,348 | $2,318+1.3% | $2,954-20.5% | $2,551-7.9% |
| Participant deferral / active EE | $4,587 | $4,224+8.6% | $5,098-10.0% | $4,139+10.8% |
| Admin fee / account holder | $204 | $9,013-97.7% | $12,098-98.3% | $7,234-97.2% |