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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 | $11,604 | $56,287-79.4% | $80,977-85.7% | $62,881-81.5% |
| Participation rate | 86.8% | 68.9%+17.9pp | 75.8%+11.0pp | 69.3%+17.5pp |
| Annual return | 31.33% | 22.13%+9.2pp | 17.11%+14.2pp | 20.14%+11.2pp |
| Employer contribution / active EE | $1,727 | $1,943-11.1% | $3,715-53.5% | $2,281-24.3% |
| Participant deferral / active EE | $3,622 | $4,196-13.7% | $5,696-36.4% | $3,203+13.1% |
| Admin fee / account holder | $55 | $3,742-98.5% | $5,517-99.0% | $4,296-98.7% |