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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 | $12,142 | $41,377-70.7% | $109,313-88.9% | $62,881-80.7% |
| Participation rate | 96.9% | 57.5%+39.3pp | 71.3%+25.6pp | 69.3%+27.6pp |
| Annual return | 8.85% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $324 | $1,276-74.6% | $3,892-91.7% | $2,281-85.8% |
| Participant deferral / active EE | $1,818 | $2,045-11.1% | $3,166-42.6% | $3,203-43.2% |
| Admin fee / account holder | $236 | $2,884-91.8% | $5,666-95.8% | $4,296-94.5% |