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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 | $9,593 | $71,197-86.5% | $93,669-89.8% | $80,925-88.1% |
| Participation rate | 82.7% | 60.4%+22.3pp | 68.7%+14.0pp | 67.7%+15.0pp |
| Annual return | 14.95% | 11.27%+3.7pp | 133.59%-118.6pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,266 | $1,565-19.1% | $2,424-47.8% | $2,756-54.1% |
| Participant deferral / active EE | $3,212 | $4,036-20.4% | $4,416-27.3% | $4,299-25.3% |
| Admin fee / account holder | $251 | $6,959-96.4% | $8,291-97.0% | $6,940-96.4% |