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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 | $9,273 | $46,877-80.2% | $122,354-92.4% | $70,126-86.8% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.6%+3.4pp | 69.5%+5.5pp |
| Annual return | 16.88% | 24.22%-7.3pp | 30.28%-13.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,015 | $1,288-21.2% | $4,051-75.0% | $2,343-56.7% |
| Participant deferral / active EE | $1,204 | $2,167-44.5% | $3,287-63.4% | $3,332-63.9% |
| Admin fee / account holder | $253 | $3,324-92.4% | $5,479-95.4% | $4,645-94.6% |