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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 | $15,651 | $83,485-81.3% | $125,195-87.5% | $72,976-78.6% |
| Participation rate | 71.9% | 73.3%-1.4pp | 79.8%-7.9pp | 69.5%+2.4pp |
| Annual return | 23.93% | 25.77%-1.8pp | 43.79%-19.9pp | 81.02%-57.1pp |
| Employer contribution / active EE | $588 | $2,346-74.9% | $3,866-84.8% | $2,440-75.9% |
| Participant deferral / active EE | $1,836 | $3,586-48.8% | $4,937-62.8% | $3,608-49.1% |
| Admin fee / account holder | $22 | $5,518-99.6% | $9,704-99.8% | $5,124-99.6% |