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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 | $22,608 | $212,777-89.4% | $173,703-87.0% | $198,609-88.6% |
| Participation rate | 88.9% | 81.1%+7.8pp | 75.9%+13.0pp | 82.4%+6.5pp |
| Annual return | 17.62% | 18.82%-1.2pp | 17.46%+0.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $3,067 | $5,214-41.2% | $4,288-28.5% | $5,055-39.3% |
| Participant deferral / active EE | $4,287 | $5,697-24.7% | $4,854-11.7% | $6,977-38.5% |
| Admin fee / account holder | $136 | $19,536-99.3% | $15,562-99.1% | $19,030-99.3% |