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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 | $15,763 | $54,541-71.1% | $78,778-80.0% | $70,126-77.5% |
| Participation rate | 72.4% | 60.8%+11.6pp | 69.2%+3.2pp | 69.5%+2.9pp |
| Annual return | 17.77% | 21.07%-3.3pp | 35.62%-17.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,683 | $1,089+54.7% | $1,986-15.2% | $2,343-28.1% |
| Participant deferral / active EE | $2,947 | $2,210+33.4% | $2,958-0.4% | $3,332-11.5% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |