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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 | $7,574 | $106,524-92.9% | $152,301-95.0% | $87,485-91.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 36.75% | 26.89%+9.9pp | 80.50%-43.8pp | 26.06%+10.7pp |
| Employer contribution / active EE | $1,880 | $3,371-44.2% | $4,624-59.3% | $2,596-27.6% |
| Participant deferral / active EE | $3,091 | $6,525-52.6% | $8,004-61.4% | $4,274-27.7% |
| Admin fee / account holder | $169 | $8,287-98.0% | $14,398-98.8% | $7,775-97.8% |