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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 | $15,704 | $76,551-79.5% | $123,894-87.3% | $62,881-75.0% |
| Participation rate | 78.9% | 73.0%+6.0pp | 81.4%-2.5pp | 69.3%+9.6pp |
| Annual return | 14.97% | 18.68%-3.7pp | 47.52%-32.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,312 | $4,840-52.2% | $5,984-61.4% | $3,203-27.8% |
| Admin fee / account holder | $75 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |