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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 | $9,702 | $49,025-80.2% | $87,502-88.9% | $62,881-84.6% |
| Participation rate | 71.4% | 64.9%+6.5pp | 73.8%-2.4pp | 69.3%+2.1pp |
| Annual return | 10.62% | 10.02%+0.6pp | 12.21%-1.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,472 | $1,372+7.3% | $2,550-42.2% | $2,281-35.4% |
| Participant deferral / active EE | $1,776 | $2,289-22.4% | $3,149-43.6% | $3,203-44.5% |
| Admin fee / account holder | $124 | $4,065-97.0% | $4,221-97.1% | $4,296-97.1% |