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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 | $15,372 | $48,364-68.2% | $71,796-78.6% | $62,881-75.6% |
| Participation rate | 94.6% | 60.6%+34.0pp | 69.1%+25.5pp | 69.3%+25.3pp |
| Annual return | 14.43% | 13.16%+1.3pp | 78.04%-63.6pp | 20.14%-5.7pp |
| Employer contribution / active EE | $4,036 | $1,042+287.4% | $1,924+109.7% | $2,281+76.9% |
| Participant deferral / active EE | $2,511 | $2,091+20.1% | $2,794-10.1% | $3,203-21.6% |
| Admin fee / account holder | $67 | $3,771-98.2% | $4,815-98.6% | $4,296-98.4% |