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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 | $12,778 | $78,015-83.6% | $178,505-92.8% | $80,959-84.2% |
| Participation rate | 80.6% | 65.7%+14.9pp | 77.1%+3.4pp | 67.7%+12.9pp |
| Annual return | 17.25% | 18.10%-0.9pp | 27.16%-9.9pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,070 | $2,281-53.1% | $3,955-72.9% | $2,757-61.2% |
| Participant deferral / active EE | $1,525 | $4,406-65.4% | $6,280-75.7% | $4,300-64.5% |
| Admin fee / account holder | $4 | $7,160-100.0% | $10,428-100.0% | $6,925-99.9% |