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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 | $11,955 | $62,583-80.9% | $76,767-84.4% | $64,173-81.4% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | 3.23% | -1.95%+5.2pp | 2.43%+0.8pp | 7.63%-4.4pp |
| Employer contribution / active EE | $2,113 | $1,832+15.3% | $2,485-15.0% | $2,381-11.3% |
| Participant deferral / active EE | $3,495 | $3,145+11.1% | $3,852-9.3% | $3,470+0.7% |
| Admin fee / account holder | $94 | $4,667-98.0% | $6,675-98.6% | $4,887-98.1% |