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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 | $15,153 | $76,551-80.2% | $123,894-87.8% | $62,881-75.9% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 9.54% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,155 | $2,882-25.2% | $4,617-53.3% | $2,281-5.5% |
| Participant deferral / active EE | $3,752 | $4,840-22.5% | $5,984-37.3% | $3,203+17.1% |
| Admin fee / account holder | $112 | $4,826-97.7% | $8,357-98.7% | $4,296-97.4% |