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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 | $107,079-83.4% | $151,266-88.2% | $87,485-79.7% |
| Participation rate | 75.8% | 71.1%+4.7pp | 77.0%-1.2pp | 68.9%+6.8pp |
| Annual return | 19.07% | 22.17%-3.1pp | 180.60%-161.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $2,550 | $3,174-19.7% | $4,237-39.8% | $2,596-1.8% |
| Participant deferral / active EE | $4,761 | $5,789-17.7% | $7,337-35.1% | $4,274+11.4% |
| Admin fee / account holder | $244 | $8,059-97.0% | $13,159-98.1% | $7,775-96.9% |