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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 | $17,050 | $138,312-87.7% | $122,979-86.1% | $155,188-89.0% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 25.53% | 22.06%+3.5pp | 20.12%+5.4pp | 148.84%-123.3pp |
| Employer contribution / active EE | $1,892 | $3,530-46.4% | $3,062-38.2% | $4,248-55.5% |
| Participant deferral / active EE | $3,288 | $5,592-41.2% | $5,003-34.3% | $6,531-49.7% |
| Admin fee / account holder | $25 | $15,089-99.8% | $12,864-99.8% | $14,480-99.8% |