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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 | $17,107 | $54,541-68.6% | $78,778-78.3% | $70,126-75.6% |
| Participation rate | 98.2% | 60.8%+37.4pp | 69.2%+29.0pp | 69.5%+28.7pp |
| Annual return | 15.27% | 21.07%-5.8pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $413 | $1,089-62.1% | $1,986-79.2% | $2,343-82.4% |
| Participant deferral / active EE | $1,552 | $2,210-29.8% | $2,958-47.5% | $3,332-53.4% |
| Admin fee / account holder | $109 | $3,709-97.1% | $5,134-97.9% | $4,645-97.7% |