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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 | $15,840 | $72,273-78.1% | $101,275-84.4% | $79,856-80.2% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 15.97% | 22.30%-6.3pp | 46.48%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,563 | $2,691-41.9% | $3,660-57.3% | $2,471-36.7% |
| Participant deferral / active EE | $2,218 | $3,282-32.4% | $4,371-49.3% | $3,741-40.7% |
| Admin fee / account holder | $49 | $4,401-98.9% | $5,948-99.2% | $5,306-99.1% |