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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 | $12,573 | $93,064-86.5% | $74,577-83.1% | $273,972-95.4% |
| Participation rate | 72.7% | 74.9%-2.2pp | 68.1%+4.6pp | 83.0%-10.3pp |
| Annual return | 2.46% | 26.18%-23.7pp | 20.47%-18.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $986 | $3,160-68.8% | $2,525-61.0% | $4,869-79.8% |
| Participant deferral / active EE | $3,335 | $4,160-19.8% | $3,458-3.6% | $5,287-36.9% |
| Admin fee / account holder | $184 | $5,273-96.5% | $4,138-95.5% | $10,133-98.2% |