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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 | $17,876 | $97,550-81.7% | $120,344-85.1% | $87,485-79.6% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.7%+8.6pp | 68.9%+16.4pp |
| Annual return | 17.60% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,105 | $2,291-51.8% | $3,020-63.4% | $2,596-57.4% |
| Participant deferral / active EE | $2,254 | $4,230-46.7% | $5,135-56.1% | $4,274-47.2% |
| Admin fee / account holder | $180 | $9,543-98.1% | $12,742-98.6% | $7,775-97.7% |