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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 | $11,530 | $58,493-80.3% | $84,023-86.3% | $72,976-84.2% |
| Participation rate | 76.5% | 61.2%+15.3pp | 69.0%+7.5pp | 69.5%+7.1pp |
| Annual return | 29.11% | 28.93%+0.2pp | 71.32%-42.2pp | 81.02%-51.9pp |
| Employer contribution / active EE | $1,108 | $1,163-4.7% | $1,984-44.2% | $2,440-54.6% |
| Participant deferral / active EE | $3,315 | $2,394+38.5% | $3,239+2.4% | $3,608-8.1% |
| Admin fee / account holder | $179 | $4,569-96.1% | $6,102-97.1% | $5,124-96.5% |