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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 | $15,528 | $56,287-72.4% | $80,977-80.8% | $62,881-75.3% |
| Participation rate | 77.8% | 68.9%+8.8pp | 75.8%+2.0pp | 69.3%+8.5pp |
| Annual return | 11.95% | 22.13%-10.2pp | 17.11%-5.2pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,938 | $1,943-0.3% | $3,715-47.8% | $2,281-15.0% |
| Participant deferral / active EE | $2,958 | $4,196-29.5% | $5,696-48.1% | $3,203-7.7% |
| Admin fee / account holder | $268 | $3,742-92.8% | $5,517-95.1% | $4,296-93.8% |