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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 | $16,631 | $54,541-69.5% | $78,778-78.9% | $70,126-76.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.48% | 21.07%-8.6pp | 35.62%-23.1pp | 73.15%-60.7pp |
| Employer contribution / active EE | $558 | $1,089-48.8% | $1,986-71.9% | $2,343-76.2% |
| Participant deferral / active EE | $1,490 | $2,210-32.6% | $2,958-49.6% | $3,332-55.3% |
| Admin fee / account holder | $256 | $3,709-93.1% | $5,134-95.0% | $4,645-94.5% |