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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 | $18,588 | $138,393-86.6% | $184,256-89.9% | $80,959-77.0% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.7%+4.3pp |
| Annual return | 18.11% | 20.01%-1.9pp | 28.85%-10.7pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,576 | $4,847-67.5% | $6,427-75.5% | $2,757-42.8% |
| Participant deferral / active EE | $3,573 | $7,076-49.5% | $9,133-60.9% | $4,300-16.9% |
| Admin fee / account holder | $250 | $10,489-97.6% | $13,899-98.2% | $6,925-96.4% |