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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 | $77,358-76.3% | $102,184-82.1% | $87,485-79.0% |
| Participation rate | 96.8% | 78.7%+18.1pp | 82.6%+14.2pp | 68.9%+27.8pp |
| Annual return | 39.05% | 41.11%-2.1pp | 31.58%+7.5pp | 26.06%+13.0pp |
| Employer contribution / active EE | $3,839 | $2,562+49.8% | $3,594+6.8% | $2,596+47.9% |
| Participant deferral / active EE | $6,827 | $6,753+1.1% | $8,309-17.8% | $4,274+59.7% |
| Admin fee / account holder | $120 | $6,809-98.2% | $11,609-99.0% | $7,775-98.5% |