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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 | $9,852 | $76,834-87.2% | $108,359-90.9% | $87,485-88.7% |
| Participation rate | 88.9% | 61.7%+27.2pp | 70.1%+18.8pp | 68.9%+20.0pp |
| Annual return | 29.01% | 19.09%+9.9pp | 36.89%-7.9pp | 26.06%+3.0pp |
| Employer contribution / active EE | $2,015 | $1,556+29.5% | $2,399-16.0% | $2,596-22.4% |
| Participant deferral / active EE | $2,699 | $3,100-12.9% | $4,137-34.8% | $4,274-36.8% |
| Admin fee / account holder | $28 | $6,537-99.6% | $9,741-99.7% | $7,775-99.6% |