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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 | $12,118 | $99,345-87.8% | $84,753-85.7% | $273,970-95.6% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,462 | $4,214-65.3% | $3,574-59.1% | $4,869-70.0% |
| Participant deferral / active EE | $3,966 | $4,270-7.1% | $3,712+6.9% | $5,287-25.0% |
| Admin fee / account holder | $70 | $6,645-99.0% | $5,333-98.7% | $10,132-99.3% |