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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 | $18,965 | $106,749-82.2% | $145,433-87.0% | $82,448-77.0% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 26.64% | 27.59%-1.0pp | 66.58%-39.9pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,891 | $3,444-45.1% | $4,554-58.5% | $2,551-25.9% |
| Participant deferral / active EE | $7,957 | $6,519+22.1% | $7,897+0.8% | $4,139+92.2% |
| Admin fee / account holder | $182 | $8,390-97.8% | $13,129-98.6% | $7,234-97.5% |