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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 | $12,004 | $48,364-75.2% | $71,796-83.3% | $62,881-80.9% |
| Participation rate | 97.7% | 60.6%+37.1pp | 69.1%+28.6pp | 69.3%+28.4pp |
| Annual return | 8.97% | 13.16%-4.2pp | 78.04%-69.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,228 | $1,042+17.9% | $1,924-36.2% | $2,281-46.2% |
| Participant deferral / active EE | $3,152 | $2,091+50.7% | $2,794+12.8% | $3,203-1.6% |
| Admin fee / account holder | $155 | $3,771-95.9% | $4,815-96.8% | $4,296-96.4% |