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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 | $21,606 | $106,864-79.8% | $147,318-85.3% | $82,637-73.9% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 20.73% | 27.49%-6.8pp | 70.43%-49.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $2,266 | $3,417-33.7% | $4,593-50.7% | $2,552-11.2% |
| Participant deferral / active EE | $3,833 | $6,496-41.0% | $7,906-51.5% | $4,126-7.1% |
| Admin fee / account holder | $130 | $8,415-98.4% | $13,708-99.0% | $7,339-98.2% |