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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 | $12,992 | $93,598-86.1% | $135,974-90.4% | $75,173-82.7% |
| Participation rate | 73.3% | 75.2%-1.9pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 22.55% | 30.89%-8.3pp | 68.30%-45.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $1,741 | $3,538-50.8% | $4,859-64.2% | $2,671-34.8% |
| Participant deferral / active EE | $3,611 | $6,405-43.6% | $7,760-53.5% | $4,126-12.5% |
| Admin fee / account holder | $19 | $6,978-99.7% | $10,767-99.8% | $5,651-99.7% |