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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 | $16,995 | $67,602-74.9% | $82,312-79.4% | $70,126-75.8% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 22.47% | 21.57%+0.9pp | 25.88%-3.4pp | 73.15%-50.7pp |
| Employer contribution / active EE | $464 | $1,755-73.6% | $2,428-80.9% | $2,343-80.2% |
| Participant deferral / active EE | $2,358 | $2,987-21.1% | $3,706-36.4% | $3,332-29.2% |
| Admin fee / account holder | $264 | $4,512-94.2% | $5,608-95.3% | $4,645-94.3% |