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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 | $20,598 | $69,977-70.6% | $108,582-81.0% | $62,881-67.2% |
| Participation rate | 94.3% | 72.9%+21.4pp | 79.6%+14.7pp | 69.3%+25.0pp |
| Annual return | 11.10% | 10.73%+0.4pp | -51.70%+62.8pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,524 | $2,135-28.6% | $3,758-59.5% | $2,281-33.2% |
| Participant deferral / active EE | $4,076 | $3,165+28.8% | $4,311-5.5% | $3,203+27.2% |
| Admin fee / account holder | $62 | $5,076-98.8% | $7,645-99.2% | $4,296-98.6% |