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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 | $13,491 | $96,956-86.1% | $69,779-80.7% | $273,972-95.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 9.27% | 12.93%-3.7pp | 12.99%-3.7pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,438 | $3,316-56.6% | $2,338-38.5% | $4,869-70.5% |
| Participant deferral / active EE | $2,438 | $3,744-34.9% | $2,931-16.8% | $5,287-53.9% |
| Admin fee / account holder | $186 | $7,934-97.7% | $4,381-95.8% | $10,133-98.2% |