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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 | $10,304 | $86,949-88.1% | $102,460-89.9% | $80,959-87.3% |
| Participation rate | 88.7% | 72.4%+16.3pp | 76.5%+12.2pp | 67.7%+21.0pp |
| Annual return | 11.04% | 18.89%-7.9pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,201 | $2,370-49.3% | $3,025-60.3% | $2,757-56.4% |
| Participant deferral / active EE | $2,626 | $4,121-36.3% | $5,056-48.1% | $4,300-38.9% |
| Admin fee / account holder | $182 | $8,048-97.7% | $9,460-98.1% | $6,925-97.4% |