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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 | $18,331 | $78,520-76.7% | $96,576-81.0% | $82,448-77.8% |
| Participation rate | 96.8% | 77.7%+19.0pp | 81.4%+15.3pp | 68.1%+28.7pp |
| Annual return | 39.05% | 41.30%-2.3pp | 38.47%+0.6pp | 41.64%-2.6pp |
| Employer contribution / active EE | $3,839 | $2,630+46.0% | $3,553+8.0% | $2,551+50.5% |
| Participant deferral / active EE | $6,827 | $6,754+1.1% | $7,956-14.2% | $4,139+64.9% |
| Admin fee / account holder | $120 | $13,455-99.1% | $11,381-98.9% | $7,234-98.3% |