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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 | $9,809 | $123,000-92.0% | $105,582-90.7% | $198,609-95.1% |
| Participation rate | 91.7% | 76.8%+14.9pp | 71.8%+19.9pp | 82.4%+9.3pp |
| Annual return | 20.41% | 18.31%+2.1pp | 18.61%+1.8pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,023 | $3,582-71.4% | $2,984-65.7% | $5,055-79.8% |
| Participant deferral / active EE | $2,081 | $5,013-58.5% | $4,353-52.2% | $6,977-70.2% |
| Admin fee / account holder | $290 | $16,254-98.2% | $12,856-97.7% | $19,030-98.5% |