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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 | $11,628 | $86,940-86.6% | $102,434-88.6% | $80,935-85.6% |
| Participation rate | 94.7% | 72.4%+22.3pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 12.52% | 18.89%-6.4pp | 29.46%-16.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,533 | $4,121-38.5% | $5,055-49.9% | $4,299-41.1% |
| Admin fee / account holder | $234 | $8,047-97.1% | $9,462-97.5% | $6,924-96.6% |