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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 | $11,259 | $48,078-76.6% | $78,676-85.7% | $62,881-82.1% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 8.53% | 31.36%-22.8pp | 62.19%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,128 | $2,015-44.0% | $2,850-60.4% | $2,281-50.6% |
| Participant deferral / active EE | $4,782 | $2,587+84.9% | $3,517+36.0% | $3,203+49.3% |
| Admin fee / account holder | $297 | $3,206-90.7% | $4,510-93.4% | $4,296-93.1% |