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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 | $23,944 | $177,156-86.5% | $147,027-83.7% | $154,746-84.5% |
| Participation rate | 94.4% | 79.4%+15.1pp | 73.7%+20.7pp | 80.7%+13.7pp |
| Annual return | 22.90% | 21.94%+1.0pp | 20.23%+2.7pp | 172.34%-149.4pp |
| Employer contribution / active EE | $2,811 | $4,336-35.2% | $3,626-22.5% | $4,379-35.8% |
| Participant deferral / active EE | $4,381 | $5,797-24.4% | $4,933-11.2% | $6,730-34.9% |
| Admin fee / account holder | $45 | $14,904-99.7% | $12,223-99.6% | $14,365-99.7% |