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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 | $15,039 | $110,307-86.4% | $96,576-84.4% | $139,456-89.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 24.15% | 26.40%-2.2pp | 25.87%-1.7pp | 373.45%-349.3pp |
| Employer contribution / active EE | $1,447 | $3,619-60.0% | $2,965-51.2% | $4,753-69.5% |
| Participant deferral / active EE | $2,254 | $5,547-59.4% | $4,851-53.5% | $6,711-66.4% |
| Admin fee / account holder | $20 | $11,597-99.8% | $8,253-99.8% | $11,407-99.8% |