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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 | $19,790 | $89,259-77.8% | $107,187-81.5% | $82,637-76.1% |
| Participation rate | 76.0% | 67.9%+8.1pp | 75.0%+1.0pp | 68.1%+7.9pp |
| Annual return | 19.97% | 21.02%-1.0pp | 204.55%-184.6pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,603 | $3,080-15.5% | $3,782-31.2% | $2,552+2.0% |
| Participant deferral / active EE | $2,229 | $4,037-44.8% | $5,096-56.3% | $4,126-46.0% |
| Admin fee / account holder | $214 | $7,381-97.1% | $9,162-97.7% | $7,339-97.1% |