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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 | $17,398 | $56,894-69.4% | $84,753-79.5% | $62,881-72.3% |
| Participation rate | 80.4% | 68.5%+11.8pp | 76.6%+3.8pp | 69.3%+11.1pp |
| Annual return | 8.72% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,055 | $2,400-56.0% | $3,574-70.5% | $2,281-53.7% |
| Participant deferral / active EE | $1,828 | $2,709-32.5% | $3,712-50.7% | $3,203-42.9% |
| Admin fee / account holder | $252 | $3,581-93.0% | $5,333-95.3% | $4,296-94.1% |