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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 | $20,752 | $93,598-77.8% | $135,974-84.7% | $75,173-72.4% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 18.30% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $2,199 | $3,538-37.8% | $4,859-54.7% | $2,671-17.7% |
| Participant deferral / active EE | $2,599 | $6,405-59.4% | $7,760-66.5% | $4,126-37.0% |
| Admin fee / account holder | $11 | $6,978-99.8% | $10,767-99.9% | $5,651-99.8% |