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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 | $15,546 | $86,938-82.1% | $102,423-84.8% | $80,925-80.8% |
| Participation rate | 95.8% | 72.4%+23.4pp | 76.5%+19.3pp | 67.7%+28.1pp |
| Annual return | 16.38% | 18.89%-2.5pp | 29.42%-13.0pp | 35.65%-19.3pp |
| Employer contribution / active EE | $3,344 | $2,369+41.1% | $3,023+10.6% | $2,756+21.3% |
| Participant deferral / active EE | $5,034 | $4,120+22.2% | $5,054-0.4% | $4,299+17.1% |
| Admin fee / account holder | $70 | $8,053-99.1% | $9,455-99.3% | $6,940-99.0% |