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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 | $10,996 | $48,364-77.3% | $71,796-84.7% | $62,881-82.5% |
| Participation rate | 73.7% | 60.6%+13.1pp | 69.1%+4.6pp | 69.3%+4.4pp |
| Annual return | 12.75% | 13.16%-0.4pp | 78.04%-65.3pp | 20.14%-7.4pp |
| Employer contribution / active EE | $1,389 | $1,042+33.3% | $1,924-27.8% | $2,281-39.1% |
| Participant deferral / active EE | $2,827 | $2,091+35.2% | $2,794+1.2% | $3,203-11.7% |
| Admin fee / account holder | $122 | $3,771-96.8% | $4,815-97.5% | $4,296-97.2% |