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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 | $10,676 | $49,025-78.2% | $87,502-87.8% | $62,881-83.0% |
| Participation rate | 97.5% | 64.9%+32.6pp | 73.8%+23.7pp | 69.3%+28.2pp |
| Annual return | 9.73% | 10.02%-0.3pp | 12.21%-2.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,071 | $1,372-21.9% | $2,550-58.0% | $2,281-53.0% |
| Participant deferral / active EE | $3,368 | $2,289+47.1% | $3,149+7.0% | $3,203+5.2% |
| Admin fee / account holder | $250 | $4,065-93.9% | $4,221-94.1% | $4,296-94.2% |