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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 | $11,117 | $67,602-83.6% | $82,312-86.5% | $70,126-84.1% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 13.82% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,676 | $1,755-4.5% | $2,428-31.0% | $2,343-28.4% |
| Participant deferral / active EE | $2,327 | $2,987-22.1% | $3,706-37.2% | $3,332-30.2% |
| Admin fee / account holder | $10 | $4,512-99.8% | $5,608-99.8% | $4,645-99.8% |