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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 | $17,575 | $135,956-87.1% | $123,894-85.8% | $273,972-93.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 18.66% | 56.63%-38.0pp | 47.52%-28.9pp | 41.46%-22.8pp |
| Employer contribution / active EE | $5,619 | $5,170+8.7% | $4,617+21.7% | $4,869+15.4% |
| Participant deferral / active EE | $2,583 | $6,343-59.3% | $5,984-56.8% | $5,287-51.1% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |