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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 | $14,908 | $99,345-85.0% | $84,753-82.4% | $273,972-94.6% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 13.57% | 22.93%-9.4pp | 22.78%-9.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $2,651 | $4,214-37.1% | $3,574-25.8% | $4,869-45.6% |
| Participant deferral / active EE | $4,202 | $4,270-1.6% | $3,712+13.2% | $5,287-20.5% |
| Admin fee / account holder | $75 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |