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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 | $20,474 | $140,592-85.4% | $123,105-83.4% | $125,389-83.7% |
| Participation rate | 81.3% | 88.2%-6.9pp | 86.8%-5.5pp | 83.2%-1.9pp |
| Annual return | 2.10% | 16.80%-14.7pp | 13.22%-11.1pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,864 | $6,041-69.2% | $5,151-63.8% | $4,866-61.7% |
| Participant deferral / active EE | $3,532 | $6,980-49.4% | $6,229-43.3% | $5,352-34.0% |
| Admin fee / account holder | $140 | $11,198-98.8% | $9,014-98.4% | $9,541-98.5% |