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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 | $25,173 | $87,834-71.3% | $133,975-81.2% | $62,881-60.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 87.1%+1.8pp | 69.3%+19.6pp |
| Annual return | 7.17% | 12.05%-4.9pp | 29.29%-22.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,147 | $3,482-38.3% | $5,211-58.8% | $2,281-5.9% |
| Participant deferral / active EE | $3,884 | $4,812-19.3% | $6,282-38.2% | $3,203+21.3% |
| Admin fee / account holder | $54 | $5,372-99.0% | $9,324-99.4% | $4,296-98.7% |