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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 | $16,363 | $65,364-75.0% | $92,909-82.4% | $72,975-77.6% |
| Participation rate | 73.9% | 68.3%+5.6pp | 76.0%-2.1pp | 69.5%+4.4pp |
| Annual return | 22.86% | 42.11%-19.2pp | 109.44%-86.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,638 | $2,594-36.9% | $3,653-55.2% | $2,440-32.9% |
| Participant deferral / active EE | $2,366 | $3,128-24.4% | $4,238-44.2% | $3,608-34.4% |
| Admin fee / account holder | $219 | $4,251-94.9% | $5,795-96.2% | $5,124-95.7% |