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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 | $22,940 | $177,156-87.1% | $147,027-84.4% | $154,746-85.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 11.52% | 21.94%-10.4pp | 20.23%-8.7pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,358 | $4,336-45.6% | $3,626-35.0% | $4,379-46.1% |
| Participant deferral / active EE | $3,042 | $5,797-47.5% | $4,933-38.3% | $6,730-54.8% |
| Admin fee / account holder | $186 | $14,904-98.8% | $12,223-98.5% | $14,365-98.7% |