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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 | $14,910 | $81,446-81.7% | $103,374-85.6% | $80,874-81.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 22.58% | 25.57%-3.0pp | 24.89%-2.3pp | 35.62%-13.0pp |
| Employer contribution / active EE | $1,922 | $3,107-38.1% | $3,869-50.3% | $2,756-30.2% |
| Participant deferral / active EE | $3,487 | $3,870-9.9% | $5,058-31.0% | $4,297-18.8% |
| Admin fee / account holder | $59 | $6,715-99.1% | $8,394-99.3% | $6,935-99.2% |