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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 | $12,052 | $56,110-78.5% | $94,993-87.3% | $70,126-82.8% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.9%+16.1pp | 69.5%+20.5pp |
| Annual return | 12.67% | 51.02%-38.4pp | 27.14%-14.5pp | 73.15%-60.5pp |
| Employer contribution / active EE | $3,582 | $1,442+148.4% | $2,603+37.6% | $2,343+52.9% |
| Participant deferral / active EE | $2,824 | $2,391+18.1% | $3,317-14.9% | $3,332-15.2% |
| Admin fee / account holder | $281 | $3,456-91.9% | $4,960-94.3% | $4,645-94.0% |