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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 | $18,403 | $67,602-72.8% | $82,312-77.6% | $70,126-73.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.78% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,091 | $1,755-37.9% | $2,428-55.1% | $2,343-53.4% |
| Participant deferral / active EE | $1,708 | $2,987-42.8% | $3,706-53.9% | $3,332-48.7% |
| Admin fee / account holder | $226 | $4,512-95.0% | $5,608-96.0% | $4,645-95.1% |