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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 | $12,142 | $93,064-87.0% | $74,577-83.7% | $273,972-95.6% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 18.79% | 26.18%-7.4pp | 20.47%-1.7pp | 41.46%-22.7pp |
| Employer contribution / active EE | $1,876 | $3,160-40.6% | $2,525-25.7% | $4,869-61.5% |
| Participant deferral / active EE | $4,527 | $4,160+8.8% | $3,458+30.9% | $5,287-14.4% |
| Admin fee / account holder | $106 | $5,273-98.0% | $4,138-97.4% | $10,133-99.0% |