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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 | $14,637 | $71,197-79.4% | $93,669-84.4% | $80,925-81.9% |
| Participation rate | 96.1% | 60.4%+35.7pp | 68.7%+27.4pp | 67.7%+28.4pp |
| Annual return | 24.07% | 11.27%+12.8pp | 133.59%-109.5pp | 35.65%-11.6pp |
| Employer contribution / active EE | $3,598 | $1,565+130.0% | $2,424+48.5% | $2,756+30.5% |
| Participant deferral / active EE | $6,860 | $4,036+70.0% | $4,416+55.4% | $4,299+59.6% |
| Admin fee / account holder | $270 | $6,959-96.1% | $8,291-96.7% | $6,940-96.1% |