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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 | $20,367 | $76,371-73.3% | $93,621-78.2% | $72,975-72.1% |
| Participation rate | 90.3% | 71.8%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 22.96% | 25.82%-2.9pp | 32.76%-9.8pp | 81.01%-58.1pp |
| Employer contribution / active EE | $982 | $2,276-56.9% | $2,719-63.9% | $2,440-59.8% |
| Participant deferral / active EE | $1,973 | $3,538-44.3% | $4,070-51.5% | $3,608-45.3% |
| Admin fee / account holder | $219 | $6,839-96.8% | $7,890-97.2% | $5,124-95.7% |