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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 | $19,952 | $88,707-77.5% | $74,184-73.1% | $273,972-92.7% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 8.31% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,526 | $3,159-51.7% | $2,370-35.6% | $4,869-68.7% |
| Participant deferral / active EE | $4,600 | $4,212+9.2% | $3,550+29.6% | $5,287-13.0% |
| Admin fee / account holder | $131 | $8,717-98.5% | $5,586-97.7% | $10,133-98.7% |