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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 | $12,104 | $93,064-87.0% | $74,577-83.8% | $273,972-95.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 19.81% | 26.18%-6.4pp | 20.47%-0.7pp | 41.46%-21.6pp |
| Employer contribution / active EE | $1,198 | $3,160-62.1% | $2,525-52.5% | $4,869-75.4% |
| Participant deferral / active EE | $2,669 | $4,160-35.9% | $3,458-22.8% | $5,287-49.5% |
| Admin fee / account holder | $134 | $5,273-97.5% | $4,138-96.8% | $10,133-98.7% |