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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 | $9,588 | $45,050-78.7% | $63,018-84.8% | $70,126-86.3% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 28.82% | 18.76%+10.1pp | 87.62%-58.8pp | 73.15%-44.3pp |
| Employer contribution / active EE | $2,868 | $2,052+39.8% | $2,761+3.9% | $2,343+22.4% |
| Participant deferral / active EE | $3,123 | $2,466+26.7% | $3,330-6.2% | $3,332-6.3% |
| Admin fee / account holder | $286 | $2,834-89.9% | $3,601-92.1% | $4,645-93.8% |