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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 | $18,765 | $71,197-73.6% | $93,669-80.0% | $80,925-76.8% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.7%+22.7pp |
| Annual return | 16.44% | 11.27%+5.2pp | 133.59%-117.1pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,917 | $1,565+22.5% | $2,424-20.9% | $2,756-30.4% |
| Participant deferral / active EE | $4,415 | $4,036+9.4% | $4,4160% | $4,299+2.7% |
| Admin fee / account holder | $13 | $6,959-99.8% | $8,291-99.8% | $6,940-99.8% |