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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 | $9,162 | $56,894-83.9% | $84,753-89.2% | $62,881-85.4% |
| Participation rate | 70.4% | 68.5%+1.8pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 10.80% | 6.30%+4.5pp | 22.78%-12.0pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,567 | $2,400-34.7% | $3,574-56.2% | $2,281-31.3% |
| Participant deferral / active EE | $2,192 | $2,709-19.1% | $3,712-40.9% | $3,203-31.6% |
| Admin fee / account holder | $38 | $3,581-98.9% | $5,333-99.3% | $4,296-99.1% |