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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 | $73,787-82.9% | $98,716-87.2% | $82,448-84.7% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.3%+17.2pp | 68.1%+18.4pp |
| Annual return | 35.83% | 18.57%+17.3pp | 31.81%+4.0pp | 41.64%-5.8pp |
| Employer contribution / active EE | $1,565 | $1,511+3.6% | $2,279-31.3% | $2,551-38.7% |
| Participant deferral / active EE | $2,506 | $3,081-18.7% | $4,048-38.1% | $4,139-39.5% |
| Admin fee / account holder | $161 | $6,500-97.5% | $8,703-98.1% | $7,234-97.8% |