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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 | $19,184 | $104,251-81.6% | $91,004-78.9% | $147,585-87.0% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 16.50% | 27.06%-10.6pp | 4.60%+11.9pp | 578.57%-562.1pp |
| Employer contribution / active EE | $1,587 | $3,116-49.1% | $2,456-35.4% | $4,876-67.5% |
| Participant deferral / active EE | $4,832 | $4,195+15.2% | $3,548+36.2% | $5,439-11.2% |
| Admin fee / account holder | $78 | $8,948-99.1% | $5,417-98.6% | $10,885-99.3% |