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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 | $12,363 | $56,894-78.3% | $84,753-85.4% | $62,881-80.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 21.22% | 6.30%+14.9pp | 22.78%-1.6pp | 20.14%+1.1pp |
| Employer contribution / active EE | $1,316 | $2,400-45.2% | $3,574-63.2% | $2,281-42.3% |
| Participant deferral / active EE | $2,525 | $2,709-6.8% | $3,712-32.0% | $3,203-21.2% |
| Admin fee / account holder | $160 | $3,581-95.5% | $5,333-97.0% | $4,296-96.3% |