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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 | $21,657 | $60,349-64.1% | $74,184-70.8% | $62,881-65.6% |
| Participation rate | 76.7% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.4pp |
| Annual return | 10.83% | 21.38%-10.5pp | 17.74%-6.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $608 | $1,680-63.8% | $2,370-74.4% | $2,281-73.3% |
| Participant deferral / active EE | $4,041 | $2,856+41.5% | $3,550+13.8% | $3,203+26.2% |
| Admin fee / account holder | $119 | $4,261-97.2% | $5,586-97.9% | $4,296-97.2% |