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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 | $12,216 | $88,707-86.2% | $74,184-83.5% | $273,972-95.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 11.02% | 11.94%-0.9pp | 17.74%-6.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,281 | $3,159-27.8% | $2,370-3.7% | $4,869-53.1% |
| Participant deferral / active EE | $6,776 | $4,212+60.9% | $3,550+90.9% | $5,287+28.2% |
| Admin fee / account holder | $24 | $8,717-99.7% | $5,586-99.6% | $10,133-99.8% |