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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 | $14,808 | $104,251-85.8% | $91,004-83.7% | $147,585-90.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 21.72% | 27.06%-5.3pp | 4.60%+17.1pp | 578.58%-556.9pp |
| Employer contribution / active EE | $1,869 | $3,116-40.0% | $2,456-23.9% | $4,876-61.7% |
| Participant deferral / active EE | $2,905 | $4,195-30.7% | $3,548-18.1% | $5,439-46.6% |
| Admin fee / account holder | $186 | $8,948-97.9% | $5,417-96.6% | $10,886-98.3% |