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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 | $12,180 | $90,486-86.5% | $78,676-84.5% | $273,972-95.6% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 13.05% | 75.62%-62.6pp | 62.19%-49.1pp | 41.46%-28.4pp |
| Employer contribution / active EE | $1,207 | $3,175-62.0% | $2,850-57.7% | $4,869-75.2% |
| Participant deferral / active EE | $4,429 | $3,901+13.5% | $3,517+25.9% | $5,287-16.2% |
| Admin fee / account holder | $244 | $5,263-95.4% | $4,510-94.6% | $10,133-97.6% |