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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 | $24,602 | $101,798-75.8% | $165,071-85.1% | $80,935-69.6% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 15.91% | 16.73%-0.8pp | 70.17%-54.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,480 | $2,954-49.9% | $4,347-65.9% | $2,757-46.3% |
| Participant deferral / active EE | $3,918 | $4,476-12.5% | $6,035-35.1% | $4,299-8.9% |
| Admin fee / account holder | $275 | $8,221-96.7% | $12,695-97.8% | $6,924-96.0% |