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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 | $77,574-83.8% | $108,753-88.4% | $86,983-85.5% |
| Participation rate | 86.5% | 62.3%+24.2pp | 71.1%+15.4pp | 69.5%+16.9pp |
| Annual return | 35.83% | 18.42%+17.4pp | 37.47%-1.6pp | 25.83%+10.0pp |
| Employer contribution / active EE | $1,565 | $1,611-2.8% | $2,427-35.5% | $2,584-39.4% |
| Participant deferral / active EE | $2,506 | $3,128-19.9% | $4,115-39.1% | $4,194-40.2% |
| Admin fee / account holder | $161 | $6,529-97.5% | $10,320-98.4% | $7,856-97.9% |