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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 | $16,791 | $184,014-90.9% | $161,149-89.6% | $138,895-87.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 24.47% | 21.52%+2.9pp | 21.16%+3.3pp | 145.39%-120.9pp |
| Employer contribution / active EE | $2,370 | $5,055-53.1% | $4,360-45.7% | $4,194-43.5% |
| Participant deferral / active EE | $2,790 | $6,909-59.6% | $6,153-54.7% | $6,396-56.4% |
| Admin fee / account holder | $189 | $18,027-99.0% | $15,194-98.8% | $12,562-98.5% |