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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 | $12,984 | $96,558-86.6% | $80,977-84.0% | $273,972-95.3% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 27.71% | 15.14%+12.6pp | 17.11%+10.6pp | 41.46%-13.7pp |
| Employer contribution / active EE | $1,954 | $4,869-59.9% | $3,715-47.4% | $4,869-59.9% |
| Participant deferral / active EE | $8,176 | $6,598+23.9% | $5,696+43.5% | $5,287+54.6% |
| Admin fee / account holder | $113 | $7,493-98.5% | $5,517-98.0% | $10,133-98.9% |