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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 | $21,366 | $79,961-73.3% | $98,462-78.3% | $75,184-71.6% |
| Participation rate | 90.5% | 70.4%+20.1pp | 75.2%+15.3pp | 67.2%+23.3pp |
| Annual return | 33.80% | 19.75%+14.0pp | 21.20%+12.6pp | 160.78%-127.0pp |
| Employer contribution / active EE | $1,662 | $2,264-26.6% | $3,049-45.5% | $2,671-37.8% |
| Participant deferral / active EE | $2,925 | $3,753-22.1% | $4,738-38.3% | $4,127-29.1% |
| Admin fee / account holder | $112 | $6,842-98.4% | $8,875-98.7% | $5,652-98.0% |