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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 | $13,004 | $99,345-86.9% | $84,753-84.7% | $273,972-95.3% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 9.02% | 22.93%-13.9pp | 22.78%-13.8pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,382 | $4,214-67.2% | $3,574-61.3% | $4,869-71.6% |
| Participant deferral / active EE | $2,653 | $4,270-37.9% | $3,712-28.5% | $5,287-49.8% |
| Admin fee / account holder | $205 | $6,645-96.9% | $5,333-96.2% | $10,133-98.0% |