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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 | $19,452 | $181,896-89.3% | $156,551-87.6% | $273,972-92.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,191 | $6,248-64.9% | $5,501-60.2% | $4,869-55.0% |
| Participant deferral / active EE | $5,569 | $5,550+0.3% | $4,871+14.3% | $5,287+5.3% |
| Admin fee / account holder | $61 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |