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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 | $16,785 | $88,707-81.1% | $74,184-77.4% | $273,972-93.9% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 4.73% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,154 | $3,159-63.5% | $2,370-51.3% | $4,869-76.3% |
| Participant deferral / active EE | $1,260 | $4,212-70.1% | $3,550-64.5% | $5,287-76.2% |
| Admin fee / account holder | $202 | $8,717-97.7% | $5,586-96.4% | $10,133-98.0% |