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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 | $19,182 | $88,707-78.4% | $74,184-74.1% | $273,972-93.0% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 13.58% | 11.94%+1.6pp | 17.74%-4.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $2,281 | $3,159-27.8% | $2,370-3.8% | $4,869-53.1% |
| Participant deferral / active EE | $6,805 | $4,212+61.6% | $3,550+91.7% | $5,287+28.7% |
| Admin fee / account holder | $288 | $8,717-96.7% | $5,586-94.8% | $10,133-97.2% |