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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 | $18,656 | $65,034-71.3% | $90,970-79.5% | $79,856-76.6% |
| Participation rate | 97.4% | 61.6%+35.8pp | 69.0%+28.4pp | 69.6%+27.8pp |
| Annual return | 12.36% | 30.45%-18.1pp | 134.60%-122.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,360 | $1,247+169.3% | $2,122+58.4% | $2,471+36.0% |
| Participant deferral / active EE | $2,912 | $2,512+15.9% | $3,373-13.7% | $3,741-22.1% |
| Admin fee / account holder | $153 | $4,536-96.6% | $5,961-97.4% | $5,306-97.1% |