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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 | $17,183 | $67,602-74.6% | $82,312-79.1% | $70,126-75.5% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.9%-0.7pp | 69.5%+6.7pp |
| Annual return | 17.12% | 21.57%-4.4pp | 25.88%-8.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $925 | $1,755-47.3% | $2,428-61.9% | $2,343-60.5% |
| Participant deferral / active EE | $2,111 | $2,987-29.3% | $3,706-43.1% | $3,332-36.7% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |