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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 | $19,423 | $58,828-67.0% | $78,002-75.1% | $62,881-69.1% |
| Participation rate | 70.4% | 71.1%-0.7pp | 75.5%-5.2pp | 69.3%+1.1pp |
| Annual return | 18.94% | 17.16%+1.8pp | 425.99%-407.0pp | 20.14%-1.2pp |
| Employer contribution / active EE | $735 | $1,672-56.0% | $2,470-70.2% | $2,281-67.8% |
| Participant deferral / active EE | $2,265 | $2,686-15.7% | $3,497-35.2% | $3,203-29.3% |
| Admin fee / account holder | $55 | $4,393-98.8% | $5,481-99.0% | $4,296-98.7% |