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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 | $9,059 | $77,574-88.3% | $108,753-91.7% | $86,983-89.6% |
| Participation rate | 93.8% | 62.3%+31.5pp | 71.1%+22.7pp | 69.5%+24.2pp |
| Annual return | 30.84% | 18.42%+12.4pp | 37.47%-6.6pp | 25.83%+5.0pp |
| Employer contribution / active EE | $1,478 | $1,611-8.2% | $2,427-39.1% | $2,584-42.8% |
| Participant deferral / active EE | $3,612 | $3,128+15.4% | $4,115-12.2% | $4,194-13.9% |
| Admin fee / account holder | $218 | $6,529-96.7% | $10,320-97.9% | $7,856-97.2% |