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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 | $14,758 | $58,493-74.8% | $84,023-82.4% | $72,976-79.8% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 25.90% | 28.93%-3.0pp | 71.32%-45.4pp | 81.02%-55.1pp |
| Employer contribution / active EE | $795 | $1,163-31.7% | $1,984-59.9% | $2,440-67.4% |
| Participant deferral / active EE | $3,772 | $2,394+57.6% | $3,239+16.4% | $3,608+4.5% |
| Admin fee / account holder | $300 | $4,569-93.4% | $6,102-95.1% | $5,124-94.1% |