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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 | $18,048 | $103,387-82.5% | $87,102-79.3% | $152,885-88.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 29.23% | 28.10%+1.1pp | 28.19%+1.0pp | 345.39%-316.2pp |
| Employer contribution / active EE | $1,527 | $3,221-52.6% | $2,521-39.4% | $4,763-67.9% |
| Participant deferral / active EE | $5,577 | $4,778+16.7% | $4,048+37.8% | $5,851-4.7% |
| Admin fee / account holder | $125 | $12,193-99.0% | $7,491-98.3% | $11,598-98.9% |