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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 | $11,477 | $86,050-86.7% | $189,758-94.0% | $94,015-87.8% |
| Participation rate | 83.6% | 68.9%+14.7pp | 79.8%+3.8pp | 70.8%+12.8pp |
| Annual return | 22.28% | 17.77%+4.5pp | 52.62%-30.3pp | 17.84%+4.4pp |
| Employer contribution / active EE | $1,029 | $2,819-63.5% | $4,767-78.4% | $2,790-63.1% |
| Participant deferral / active EE | $2,669 | $3,349-20.3% | $5,856-54.4% | $4,249-37.2% |
| Admin fee / account holder | $53 | $6,627-99.2% | $20,388-99.7% | $8,951-99.4% |