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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 | $10,314 | $73,978-86.1% | $96,515-89.3% | $75,173-86.3% |
| Participation rate | 97.7% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 24.36% | 26.72%-2.4pp | 35.73%-11.4pp | 160.72%-136.4pp |
| Employer contribution / active EE | $1,662 | $2,931-43.3% | $3,740-55.5% | $2,671-37.8% |
| Participant deferral / active EE | $2,898 | $3,660-20.8% | $4,880-40.6% | $4,126-29.8% |
| Admin fee / account holder | $113 | $5,219-97.8% | $6,735-98.3% | $5,651-98.0% |