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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 | $29,532 | $135,905-78.3% | $126,068-76.6% | $198,609-85.1% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 18.94% | 14.07%+4.9pp | 15.01%+3.9pp | 202.70%-183.8pp |
| Employer contribution / active EE | $2,841 | $4,245-33.1% | $3,968-28.4% | $5,055-43.8% |
| Participant deferral / active EE | $5,786 | $8,523-32.1% | $8,214-29.6% | $6,977-17.1% |
| Admin fee / account holder | $53 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |