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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 | $12,660 | $71,197-82.2% | $93,669-86.5% | $80,925-84.4% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.7%+23.8pp |
| Annual return | 14.69% | 11.27%+3.4pp | 133.59%-118.9pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,149 | $1,565+37.3% | $2,424-11.3% | $2,756-22.0% |
| Participant deferral / active EE | $1,906 | $4,036-52.8% | $4,416-56.8% | $4,299-55.7% |
| Admin fee / account holder | $196 | $6,959-97.2% | $8,291-97.6% | $6,940-97.2% |