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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 | $21,481 | $60,349-64.4% | $74,184-71.0% | $62,881-65.8% |
| Participation rate | 76.7% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.4pp |
| Annual return | 8.24% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,536 | $1,680-8.6% | $2,370-35.2% | $2,281-32.6% |
| Participant deferral / active EE | $3,288 | $2,856+15.1% | $3,550-7.4% | $3,203+2.7% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |