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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 | $11,923 | $124,980-90.5% | $108,359-89.0% | $154,746-92.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 20.45% | 45.00%-24.6pp | 36.89%-16.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,262 | $2,851-55.7% | $2,399-47.4% | $4,379-71.2% |
| Participant deferral / active EE | $2,729 | $4,743-42.5% | $4,137-34.0% | $6,730-59.5% |
| Admin fee / account holder | $44 | $11,502-99.6% | $9,741-99.6% | $14,365-99.7% |