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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 | $11,175 | $103,949-89.2% | $69,182-83.8% | $273,972-95.9% |
| Participation rate | 72.7% | 67.4%+5.4pp | 55.1%+17.6pp | 83.0%-10.3pp |
| Annual return | 5.75% | 35.28%-29.5pp | -21.93%+27.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,318 | $1,783-26.1% | $1,206+9.2% | $4,869-72.9% |
| Participant deferral / active EE | $3,648 | $2,716+34.3% | $1,897+92.3% | $5,287-31.0% |
| Admin fee / account holder | $77 | $3,671-97.9% | $2,697-97.1% | $10,133-99.2% |