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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 | $27,383 | $181,896-84.9% | $156,551-82.5% | $273,972-90.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 4.80% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,147 | $6,248-33.6% | $5,501-24.6% | $4,869-14.8% |
| Participant deferral / active EE | $4,452 | $5,550-19.8% | $4,871-8.6% | $5,287-15.8% |
| Admin fee / account holder | $183 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |