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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 | $6,476 | $107,733-94.0% | $92,985-93.0% | $154,746-95.8% |
| Participation rate | 85.7% | 74.6%+11.2pp | 69.5%+16.2pp | 80.7%+5.0pp |
| Annual return | 17.48% | 30.39%-12.9pp | 27.99%-10.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,686 | $3,126-14.1% | $2,662+0.9% | $4,379-38.7% |
| Participant deferral / active EE | $4,415 | $5,053-12.6% | $4,377+0.9% | $6,730-34.4% |
| Admin fee / account holder | $177 | $11,369-98.4% | $9,463-98.1% | $14,365-98.8% |