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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 | $8,857 | $41,377-78.6% | $109,313-91.9% | $62,881-85.9% |
| Participation rate | 89.7% | 57.5%+32.2pp | 71.3%+18.5pp | 69.3%+20.4pp |
| Annual return | 22.40% | 11.05%+11.4pp | 22.07%+0.3pp | 20.14%+2.3pp |
| Employer contribution / active EE | $2,123 | $1,276+66.4% | $3,892-45.5% | $2,281-6.9% |
| Participant deferral / active EE | $3,556 | $2,045+73.9% | $3,166+12.3% | $3,203+11.0% |
| Admin fee / account holder | $15 | $2,884-99.5% | $5,666-99.7% | $4,296-99.7% |