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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 | $16,849 | $60,349-72.1% | $74,184-77.3% | $62,881-73.2% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 6.10% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,365 | $1,680-18.8% | $2,370-42.4% | $2,281-40.1% |
| Participant deferral / active EE | $2,790 | $2,856-2.3% | $3,550-21.4% | $3,203-12.9% |
| Admin fee / account holder | $102 | $4,261-97.6% | $5,586-98.2% | $4,296-97.6% |