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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 | $21,698 | $106,749-79.7% | $145,433-85.1% | $82,448-73.7% |
| Participation rate | 81.1% | 75.6%+5.4pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 22.67% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $2,614 | $3,444-24.1% | $4,554-42.6% | $2,551+2.5% |
| Participant deferral / active EE | $6,474 | $6,519-0.7% | $7,897-18.0% | $4,139+56.4% |
| Admin fee / account holder | $95 | $8,390-98.9% | $13,129-99.3% | $7,234-98.7% |