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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 | $13,114 | $72,486-81.9% | $87,103-84.9% | $72,976-82.0% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 23.94% | 24.46%-0.5pp | 28.19%-4.2pp | 81.02%-57.1pp |
| Employer contribution / active EE | $2,120 | $1,894+11.9% | $2,521-15.9% | $2,440-13.1% |
| Participant deferral / active EE | $2,994 | $3,270-8.4% | $4,049-26.0% | $3,608-17.0% |
| Admin fee / account holder | $228 | $5,055-95.5% | $7,491-97.0% | $5,124-95.5% |