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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 | $24,407 | $86,949-71.9% | $102,460-76.2% | $80,959-69.9% |
| Participation rate | 78.2% | 72.4%+5.8pp | 76.5%+1.7pp | 67.7%+10.5pp |
| Annual return | 14.04% | 18.89%-4.9pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,728 | $2,370-27.1% | $3,025-42.9% | $2,757-37.3% |
| Participant deferral / active EE | $2,147 | $4,121-47.9% | $5,056-57.5% | $4,300-50.1% |
| Admin fee / account holder | $114 | $8,048-98.6% | $9,460-98.8% | $6,925-98.4% |