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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 | $78,027-83.6% | $178,528-92.8% | $80,925-84.2% |
| Participation rate | 80.6% | 65.7%+14.9pp | 77.1%+3.5pp | 67.7%+12.9pp |
| Annual return | 17.25% | 18.09%-0.8pp | 27.11%-9.9pp | 35.65%-18.4pp |
| Employer contribution / active EE | $1,070 | $2,281-53.1% | $3,950-72.9% | $2,756-61.2% |
| Participant deferral / active EE | $1,525 | $4,408-65.4% | $6,278-75.7% | $4,299-64.5% |
| Admin fee / account holder | $4 | $7,168-100.0% | $10,419-100.0% | $6,940-99.9% |