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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 | $9,937 | $57,541-82.7% | $95,759-89.6% | $75,177-86.8% |
| Participation rate | 71.9% | 62.5%+9.4pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 23.67% | 34.93%-11.3pp | 28.42%-4.7pp | 160.75%-137.1pp |
| Employer contribution / active EE | $1,613 | $1,808-10.8% | $2,836-43.1% | $2,671-39.6% |
| Participant deferral / active EE | $2,218 | $3,074-27.9% | $4,244-47.7% | $4,126-46.3% |
| Admin fee / account holder | $20 | $4,099-99.5% | $5,678-99.7% | $5,651-99.7% |