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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 | $17,026 | $74,535-77.2% | $100,712-83.1% | $82,637-79.4% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.3%+26.7pp | 68.1%+27.9pp |
| Annual return | 21.30% | 18.92%+2.4pp | 33.27%-12.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $3,696 | $1,503+146.0% | $2,313+59.8% | $2,552+44.8% |
| Participant deferral / active EE | $1,562 | $3,074-49.2% | $4,085-61.8% | $4,126-62.2% |
| Admin fee / account holder | $227 | $6,576-96.5% | $9,256-97.5% | $7,339-96.9% |