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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 | $12,597 | $76,834-83.6% | $108,359-88.4% | $87,485-85.6% |
| Participation rate | 86.5% | 61.7%+24.8pp | 70.1%+16.4pp | 68.9%+17.6pp |
| Annual return | 35.83% | 19.09%+16.7pp | 36.89%-1.1pp | 26.06%+9.8pp |
| Employer contribution / active EE | $1,565 | $1,556+0.6% | $2,399-34.8% | $2,596-39.7% |
| Participant deferral / active EE | $2,506 | $3,100-19.2% | $4,137-39.4% | $4,274-41.4% |
| Admin fee / account holder | $161 | $6,537-97.5% | $9,741-98.3% | $7,775-97.9% |