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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 | $16,776 | $80,983-79.3% | $96,544-82.6% | $75,177-77.7% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 27.36% | 27.05%+0.3pp | 25.88%+1.5pp | 160.75%-133.4pp |
| Employer contribution / active EE | $2,423 | $2,282+6.1% | $2,966-18.3% | $2,671-9.3% |
| Participant deferral / active EE | $7,471 | $3,929+90.2% | $4,851+54.0% | $4,126+81.1% |
| Admin fee / account holder | $184 | $6,717-97.3% | $8,254-97.8% | $5,651-96.7% |