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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 | $7,610 | $86,050-91.2% | $189,758-96.0% | $94,015-91.9% |
| Participation rate | 96.6% | 68.9%+27.7pp | 79.8%+16.8pp | 70.8%+25.7pp |
| Annual return | 21.52% | 17.77%+3.8pp | 52.62%-31.1pp | 17.84%+3.7pp |
| Employer contribution / active EE | $927 | $2,819-67.1% | $4,767-80.5% | $2,790-66.8% |
| Participant deferral / active EE | $2,365 | $3,349-29.4% | $5,856-59.6% | $4,249-44.4% |
| Admin fee / account holder | $151 | $6,627-97.7% | $20,388-99.3% | $8,951-98.3% |