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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 | $106,749-79.8% | $145,433-85.1% | $82,448-73.8% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 20.73% | 27.59%-6.9pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,266 | $3,444-34.2% | $4,554-50.2% | $2,551-11.2% |
| Participant deferral / active EE | $3,833 | $6,519-41.2% | $7,897-51.5% | $4,139-7.4% |
| Admin fee / account holder | $130 | $8,390-98.4% | $13,129-99.0% | $7,234-98.2% |