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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 | $41,794 | $254,759-83.6% | $216,567-80.7% | $198,609-79.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 81.6%+7.2pp | 82.4%+6.5pp |
| Annual return | 22.50% | 10.04%+12.5pp | 12.94%+9.6pp | 202.70%-180.2pp |
| Employer contribution / active EE | $2,268 | $6,096-62.8% | $5,216-56.5% | $5,055-55.1% |
| Participant deferral / active EE | $6,962 | $6,948+0.2% | $6,191+12.5% | $6,977-0.2% |
| Admin fee / account holder | $19 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |