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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 | $17,062 | $69,590-75.5% | $136,867-87.5% | $94,015-81.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 21.86% | 19.62%+2.2pp | 42.97%-21.1pp | 17.84%+4.0pp |
| Employer contribution / active EE | $1,469 | $2,396-38.7% | $3,547-58.6% | $2,790-47.3% |
| Participant deferral / active EE | $2,835 | $3,437-17.5% | $4,924-42.4% | $4,249-33.3% |
| Admin fee / account holder | $211 | $8,912-97.6% | $10,340-98.0% | $8,951-97.6% |