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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 | $8,602 | $54,763-84.3% | $90,324-90.5% | $72,976-88.2% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 27.53% | 30.63%-3.1pp | 78.15%-50.6pp | 81.02%-53.5pp |
| Employer contribution / active EE | $1,337 | $2,093-36.1% | $2,856-53.2% | $2,440-45.2% |
| Participant deferral / active EE | $1,992 | $2,887-31.0% | $3,885-48.7% | $3,608-44.8% |
| Admin fee / account holder | $123 | $3,973-96.9% | $5,356-97.7% | $5,124-97.6% |