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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 | $14,381 | $71,197-79.8% | $93,669-84.6% | $80,925-82.2% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.7%+21.2pp |
| Annual return | 13.50% | 11.27%+2.2pp | 133.59%-120.1pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,141 | $1,565-27.1% | $2,424-52.9% | $2,756-58.6% |
| Participant deferral / active EE | $2,326 | $4,036-42.4% | $4,416-47.3% | $4,299-45.9% |
| Admin fee / account holder | $110 | $6,959-98.4% | $8,291-98.7% | $6,940-98.4% |