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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 | $22,518 | $177,156-87.3% | $147,027-84.7% | $154,746-85.4% |
| Participation rate | 90.9% | 79.4%+11.6pp | 73.7%+17.2pp | 80.7%+10.2pp |
| Annual return | 13.48% | 21.94%-8.5pp | 20.23%-6.8pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,093 | $4,336-28.7% | $3,626-14.7% | $4,379-29.4% |
| Participant deferral / active EE | $3,526 | $5,797-39.2% | $4,933-28.5% | $6,730-47.6% |
| Admin fee / account holder | $117 | $14,904-99.2% | $12,223-99.0% | $14,365-99.2% |