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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 | $16,623 | $86,940-80.9% | $102,434-83.8% | $80,935-79.5% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.7%+28.6pp |
| Annual return | 12.11% | 18.89%-6.8pp | 29.46%-17.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,048 | $2,370-55.8% | $3,023-65.3% | $2,757-62.0% |
| Participant deferral / active EE | $3,557 | $4,121-13.7% | $5,055-29.6% | $4,299-17.3% |
| Admin fee / account holder | $267 | $8,047-96.7% | $9,462-97.2% | $6,924-96.1% |