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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 | $14,208 | $67,602-79.0% | $82,312-82.7% | $70,126-79.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.25% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,249 | $1,755-28.8% | $2,428-48.6% | $2,343-46.7% |
| Participant deferral / active EE | $1,747 | $2,987-41.5% | $3,706-52.9% | $3,332-47.6% |
| Admin fee / account holder | $261 | $4,512-94.2% | $5,608-95.3% | $4,645-94.4% |