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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 | $28,881 | $213,785-86.5% | $185,441-84.4% | $155,188-81.4% |
| Participation rate | 71.4% | 83.2%-11.8pp | 80.3%-8.8pp | 80.8%-9.4pp |
| Annual return | 19.87% | 19.97%-0.1pp | 20.16%-0.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $2,061 | $5,393-61.8% | $4,672-55.9% | $4,248-51.5% |
| Participant deferral / active EE | $5,028 | $6,864-26.8% | $6,152-18.3% | $6,531-23.0% |
| Admin fee / account holder | $74 | $21,134-99.6% | $17,890-99.6% | $14,480-99.5% |