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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 | $12,068 | $60,349-80.0% | $74,184-83.7% | $62,881-80.8% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 9.41% | 21.38%-12.0pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,882 | $1,680+12.0% | $2,370-20.6% | $2,281-17.5% |
| Participant deferral / active EE | $3,607 | $2,856+26.3% | $3,550+1.6% | $3,203+12.6% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |