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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 | $15,117 | $88,707-83.0% | $74,184-79.6% | $273,972-94.5% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 12.23% | 11.94%+0.3pp | 17.74%-5.5pp | 41.46%-29.2pp |
| Employer contribution / active EE | $1,296 | $3,159-59.0% | $2,370-45.3% | $4,869-73.4% |
| Participant deferral / active EE | $1,671 | $4,212-60.3% | $3,550-52.9% | $5,287-68.4% |
| Admin fee / account holder | $20 | $8,717-99.8% | $5,586-99.6% | $10,133-99.8% |