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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 | $8,802 | $65,367-86.5% | $92,915-90.5% | $72,976-87.9% |
| Participation rate | 92.2% | 68.3%+23.9pp | 76.0%+16.2pp | 69.5%+22.7pp |
| Annual return | 21.74% | 42.11%-20.4pp | 109.45%-87.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $2,022 | $2,594-22.0% | $3,653-44.7% | $2,440-17.1% |
| Participant deferral / active EE | $1,934 | $3,128-38.2% | $4,238-54.4% | $3,608-46.4% |
| Admin fee / account holder | $144 | $4,251-96.6% | $5,796-97.5% | $5,124-97.2% |