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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 | $10,738 | $79,961-86.6% | $98,462-89.1% | $75,177-85.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.2%+21.1pp | 67.2%+29.1pp |
| Annual return | 21.57% | 19.75%+1.8pp | 21.17%+0.4pp | 160.75%-139.2pp |
| Employer contribution / active EE | $1,160 | $2,264-48.8% | $3,049-62.0% | $2,671-56.6% |
| Participant deferral / active EE | $2,668 | $3,753-28.9% | $4,738-43.7% | $4,126-35.3% |
| Admin fee / account holder | $204 | $6,842-97.0% | $8,875-97.7% | $5,651-96.4% |