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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 | $16,387 | $96,558-83.0% | $80,977-79.8% | $273,972-94.0% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 12.36% | 15.14%-2.8pp | 17.11%-4.7pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,398 | $4,869-71.3% | $3,715-62.4% | $4,869-71.3% |
| Participant deferral / active EE | $3,988 | $6,598-39.6% | $5,696-30.0% | $5,287-24.6% |
| Admin fee / account holder | $160 | $7,493-97.9% | $5,517-97.1% | $10,133-98.4% |