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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 | $17,783 | $98,652-82.0% | $142,942-87.6% | $82,448-78.4% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.8%-1.1pp | 68.1%+7.7pp |
| Annual return | 19.07% | 22.65%-3.6pp | 113.70%-94.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,550 | $3,211-20.6% | $4,139-38.4% | $2,5510% |
| Participant deferral / active EE | $4,761 | $5,580-14.7% | $7,128-33.2% | $4,139+15.0% |
| Admin fee / account holder | $244 | $8,078-97.0% | $12,475-98.0% | $7,234-96.6% |