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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 | $5,877 | $48,078-87.8% | $78,676-92.5% | $62,881-90.7% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 15.62% | 31.36%-15.7pp | 62.19%-46.6pp | 20.14%-4.5pp |
| Employer contribution / active EE | $1,701 | $2,015-15.5% | $2,850-40.3% | $2,281-25.4% |
| Participant deferral / active EE | $3,051 | $2,587+17.9% | $3,517-13.2% | $3,203-4.7% |
| Admin fee / account holder | $241 | $3,206-92.5% | $4,510-94.7% | $4,296-94.4% |