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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 | $22,859 | $72,492-68.5% | $87,104-73.8% | $72,975-68.7% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 29.39% | 24.46%+4.9pp | 28.19%+1.2pp | 81.01%-51.6pp |
| Employer contribution / active EE | $1,889 | $1,894-0.2% | $2,521-25.1% | $2,440-22.6% |
| Participant deferral / active EE | $2,719 | $3,270-16.9% | $4,048-32.8% | $3,608-24.6% |
| Admin fee / account holder | $214 | $5,055-95.8% | $7,491-97.1% | $5,124-95.8% |