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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 | $13,426 | $76,551-82.5% | $123,894-89.2% | $62,881-78.6% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 17.42% | 18.68%-1.3pp | 47.52%-30.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,424 | $2,882-15.9% | $4,617-47.5% | $2,281+6.3% |
| Participant deferral / active EE | $4,311 | $4,840-10.9% | $5,984-28.0% | $3,203+34.6% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |