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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 | $22,983 | $67,602-66.0% | $82,312-72.1% | $70,126-67.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.75% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,915 | $1,755+66.1% | $2,428+20.0% | $2,343+24.4% |
| Participant deferral / active EE | $3,399 | $2,987+13.8% | $3,706-8.3% | $3,332+2.0% |
| Admin fee / account holder | $226 | $4,512-95.0% | $5,608-96.0% | $4,645-95.1% |