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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 | $15,352 | $72,492-78.8% | $87,102-82.4% | $72,983-79.0% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.9pp |
| Annual return | 16.81% | 24.46%-7.6pp | 28.19%-11.4pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,140 | $1,894-39.8% | $2,521-54.8% | $2,440-53.3% |
| Participant deferral / active EE | $2,746 | $3,270-16.0% | $4,048-32.2% | $3,608-23.9% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |