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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 | $16,979 | $46,877-63.8% | $122,354-86.1% | $70,126-75.8% |
| Participation rate | 91.7% | 58.2%+33.5pp | 71.6%+20.0pp | 69.5%+22.1pp |
| Annual return | 14.59% | 24.22%-9.6pp | 30.28%-15.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $2,078 | $1,288+61.3% | $4,051-48.7% | $2,343-11.3% |
| Participant deferral / active EE | $3,284 | $2,167+51.5% | $3,287-0.1% | $3,332-1.4% |
| Admin fee / account holder | $224 | $3,324-93.3% | $5,479-95.9% | $4,645-95.2% |