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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 | $10,876 | $52,306-79.2% | $69,779-84.4% | $62,881-82.7% |
| Participation rate | 73.9% | 67.2%+6.7pp | 71.8%+2.1pp | 69.3%+4.6pp |
| Annual return | 8.61% | 13.35%-4.7pp | 12.99%-4.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,662 | $1,799-7.6% | $2,338-28.9% | $2,281-27.1% |
| Participant deferral / active EE | $2,050 | $2,395-14.4% | $2,931-30.0% | $3,203-36.0% |
| Admin fee / account holder | $6 | $3,691-99.8% | $4,381-99.9% | $4,296-99.9% |