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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 | $9,941 | $99,345-90.0% | $84,753-88.3% | $273,972-96.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 11.61% | 22.93%-11.3pp | 22.78%-11.2pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,394 | $4,214-66.9% | $3,574-61.0% | $4,869-71.4% |
| Participant deferral / active EE | $2,833 | $4,270-33.6% | $3,712-23.7% | $5,287-46.4% |
| Admin fee / account holder | $12 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |