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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 | $21,539 | $181,896-88.2% | $156,551-86.2% | $273,972-92.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 11.14% | 30.74%-19.6pp | 32.23%-21.1pp | 41.46%-30.3pp |
| Employer contribution / active EE | $2,766 | $6,248-55.7% | $5,501-49.7% | $4,869-43.2% |
| Participant deferral / active EE | $7,214 | $5,550+30.0% | $4,871+48.1% | $5,287+36.4% |
| Admin fee / account holder | $228 | $15,560-98.5% | $13,028-98.3% | $10,133-97.8% |