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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 | $177,156-87.2% | $147,027-84.6% | $154,746-85.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 73.7%+15.1pp | 80.7%+8.2pp |
| Annual return | 17.62% | 21.94%-4.3pp | 20.23%-2.6pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,067 | $4,336-29.3% | $3,626-15.4% | $4,379-30.0% |
| Participant deferral / active EE | $4,287 | $5,797-26.0% | $4,933-13.1% | $6,730-36.3% |
| Admin fee / account holder | $136 | $14,904-99.1% | $12,223-98.9% | $14,365-99.1% |