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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 | $18,806 | $181,896-89.7% | $156,551-88.0% | $273,972-93.1% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 24.47% | 30.74%-6.3pp | 32.23%-7.8pp | 41.46%-17.0pp |
| Employer contribution / active EE | $7,580 | $6,248+21.3% | $5,501+37.8% | $4,869+55.7% |
| Participant deferral / active EE | $4,048 | $5,550-27.1% | $4,871-16.9% | $5,287-23.4% |
| Admin fee / account holder | $65 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |