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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 | $12,383 | $58,292-78.8% | $86,640-85.7% | $71,511-82.7% |
| Participation rate | 89.3% | 65.0%+24.3pp | 71.7%+17.6pp | 67.9%+21.4pp |
| Annual return | 24.16% | 21.63%+2.5pp | 592.52%-568.4pp | 28.86%-4.7pp |
| Employer contribution / active EE | $2,401 | $2,574-6.7% | $3,024-20.6% | $2,589-7.3% |
| Participant deferral / active EE | $2,339 | $3,438-32.0% | $4,438-47.3% | $4,291-45.5% |
| Admin fee / account holder | $222 | $1,057-79.0% | $5,616-96.0% | $1,588-86.0% |