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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 | $6,801 | $41,377-83.6% | $109,313-93.8% | $62,881-89.2% |
| Participation rate | 77.8% | 57.5%+20.2pp | 71.3%+6.5pp | 69.3%+8.5pp |
| Annual return | 10.62% | 11.05%-0.4pp | 22.07%-11.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,313 | $1,276+2.9% | $3,892-66.3% | $2,281-42.4% |
| Participant deferral / active EE | $2,114 | $2,045+3.4% | $3,166-33.2% | $3,203-34.0% |
| Admin fee / account holder | $143 | $2,884-95.0% | $5,666-97.5% | $4,296-96.7% |