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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 | $21,466 | $79,961-73.2% | $98,462-78.2% | $75,177-71.4% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.2%+14.8pp | 67.2%+22.8pp |
| Annual return | 15.86% | 19.75%-3.9pp | 21.17%-5.3pp | 160.75%-144.9pp |
| Employer contribution / active EE | $706 | $2,264-68.8% | $3,049-76.8% | $2,671-73.6% |
| Participant deferral / active EE | $2,862 | $3,753-23.7% | $4,738-39.6% | $4,126-30.6% |
| Admin fee / account holder | $270 | $6,842-96.1% | $8,875-97.0% | $5,651-95.2% |