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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 | $19,647 | $101,795-80.7% | $165,100-88.1% | $80,959-75.7% |
| Participation rate | 90.0% | 71.8%+18.2pp | 78.6%+11.4pp | 67.7%+22.3pp |
| Annual return | 17.90% | 16.73%+1.2pp | 70.21%-52.3pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,325 | $2,954-55.1% | $4,348-69.5% | $2,757-51.9% |
| Participant deferral / active EE | $3,096 | $4,476-30.8% | $6,035-48.7% | $4,300-28.0% |
| Admin fee / account holder | $203 | $8,221-97.5% | $12,696-98.4% | $6,925-97.1% |