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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 | $22,801 | $181,896-87.5% | $156,551-85.4% | $273,972-91.7% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 12.96% | 30.74%-17.8pp | 32.23%-19.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $5,785 | $6,248-7.4% | $5,501+5.2% | $4,869+18.8% |
| Participant deferral / active EE | $3,372 | $5,550-39.2% | $4,871-30.8% | $5,287-36.2% |
| Admin fee / account holder | $21 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |