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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 | $15,695 | $78,672-80.1% | $109,163-85.6% | $85,856-81.7% |
| Participation rate | 70.3% | 68.3%+2.0pp | 75.9%-5.6pp | 69.3%+1.0pp |
| Annual return | 19.55% | 25.09%-5.5pp | 25.75%-6.2pp | 318.58%-299.0pp |
| Employer contribution / active EE | $1,059 | $2,734-61.3% | $3,723-71.6% | $2,565-58.7% |
| Participant deferral / active EE | $2,290 | $3,467-33.9% | $4,654-50.8% | $3,952-42.0% |
| Admin fee / account holder | $152 | $5,470-97.2% | $6,754-97.8% | $6,261-97.6% |