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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 | $19,925 | $127,387-84.4% | $115,038-82.7% | $125,389-84.1% |
| Participation rate | 95.5% | 84.2%+11.3pp | 81.4%+14.1pp | 83.2%+12.3pp |
| Annual return | 3.24% | 31.28%-28.0pp | 26.14%-22.9pp | 282.24%-279.0pp |
| Employer contribution / active EE | $2,476 | $5,166-52.1% | $4,608-46.3% | $4,866-49.1% |
| Participant deferral / active EE | $7,214 | $6,423+12.3% | $6,026+19.7% | $5,352+34.8% |
| Admin fee / account holder | $139 | $9,516-98.5% | $8,175-98.3% | $9,541-98.5% |