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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 | $13,240 | $60,349-78.1% | $74,184-82.2% | $62,881-78.9% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.3pp |
| Annual return | 12.73% | 21.38%-8.6pp | 17.74%-5.0pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,099 | $1,680+84.4% | $2,370+30.7% | $2,281+35.8% |
| Participant deferral / active EE | $2,171 | $2,856-24.0% | $3,550-38.8% | $3,203-32.2% |
| Admin fee / account holder | $232 | $4,261-94.5% | $5,586-95.8% | $4,296-94.6% |