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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 | $11,662 | $93,064-87.5% | $74,577-84.4% | $273,972-95.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 12.57% | 26.18%-13.6pp | 20.47%-7.9pp | 41.46%-28.9pp |
| Employer contribution / active EE | $1,513 | $3,160-52.1% | $2,525-40.1% | $4,869-68.9% |
| Participant deferral / active EE | $2,026 | $4,160-51.3% | $3,458-41.4% | $5,287-61.7% |
| Admin fee / account holder | $156 | $5,273-97.1% | $4,138-96.2% | $10,133-98.5% |