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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 | $15,085 | $72,012-79.1% | $185,827-91.9% | $79,858-81.1% |
| Participation rate | 92.5% | 65.8%+26.7pp | 78.0%+14.4pp | 69.6%+22.8pp |
| Annual return | 26.66% | 23.12%+3.5pp | 35.96%-9.3pp | 31.72%-5.1pp |
| Employer contribution / active EE | $2,165 | $1,965+10.2% | $4,087-47.0% | $2,471-12.4% |
| Participant deferral / active EE | $4,413 | $3,779+16.8% | $5,633-21.6% | $3,740+18.0% |
| Admin fee / account holder | $299 | $4,513-93.4% | $9,502-96.9% | $5,306-94.4% |