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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 | $11,658 | $108,825-89.3% | $156,181-92.5% | $82,448-85.9% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 24.94% | 20.59%+4.4pp | 64.87%-39.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $2,184 | $2,870-23.9% | $4,294-49.1% | $2,551-14.4% |
| Participant deferral / active EE | $3,230 | $4,577-29.4% | $6,132-47.3% | $4,139-22.0% |
| Admin fee / account holder | $219 | $9,341-97.7% | $14,586-98.5% | $7,234-97.0% |