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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 | $13,916 | $64,359-78.4% | $90,161-84.6% | $70,126-80.2% |
| Participation rate | 87.3% | 70.4%+16.8pp | 76.9%+10.4pp | 69.5%+17.7pp |
| Annual return | 22.93% | 28.13%-5.2pp | 34.89%-12.0pp | 73.15%-50.2pp |
| Employer contribution / active EE | $1,435 | $2,046-29.9% | $3,318-56.8% | $2,343-38.8% |
| Participant deferral / active EE | $2,726 | $4,389-37.9% | $5,287-48.4% | $3,332-18.2% |
| Admin fee / account holder | $197 | $3,945-95.0% | $5,943-96.7% | $4,645-95.8% |