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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 | $97,550-67.1% | $120,344-73.3% | $87,485-63.3% |
| Participation rate | 74.1% | 72.8%+1.2pp | 76.7%-2.6pp | 68.9%+5.1pp |
| Annual return | 17.80% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,348 | $2,291+2.5% | $3,020-22.2% | $2,596-9.5% |
| Participant deferral / active EE | $4,587 | $4,230+8.4% | $5,135-10.7% | $4,274+7.3% |
| Admin fee / account holder | $204 | $9,543-97.9% | $12,742-98.4% | $7,775-97.4% |