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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 | $12,644 | $107,666-88.3% | $102,184-87.6% | $154,746-91.8% |
| Participation rate | 73.3% | 83.7%-10.4pp | 82.6%-9.3pp | 80.7%-7.4pp |
| Annual return | 20.29% | 29.33%-9.0pp | 31.58%-11.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,455 | $3,846-62.2% | $3,594-59.5% | $4,379-66.8% |
| Participant deferral / active EE | $3,448 | $8,719-60.5% | $8,309-58.5% | $6,730-48.8% |
| Admin fee / account holder | $201 | $12,943-98.4% | $11,609-98.3% | $14,365-98.6% |