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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 | $8,507 | $45,050-81.1% | $63,018-86.5% | $70,126-87.9% |
| Participation rate | 91.2% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.6pp |
| Annual return | 22.15% | 18.76%+3.4pp | 87.62%-65.5pp | 73.15%-51.0pp |
| Employer contribution / active EE | $1,646 | $2,052-19.8% | $2,761-40.4% | $2,343-29.8% |
| Participant deferral / active EE | $1,750 | $2,466-29.0% | $3,330-47.4% | $3,332-47.5% |
| Admin fee / account holder | $254 | $2,834-91.0% | $3,601-92.9% | $4,645-94.5% |