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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 | $22,730 | $67,602-66.4% | $82,312-72.4% | $70,126-67.6% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 16.36% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,581 | $1,755-9.9% | $2,428-34.9% | $2,343-32.5% |
| Participant deferral / active EE | $1,870 | $2,987-37.4% | $3,706-49.5% | $3,332-43.9% |
| Admin fee / account holder | $176 | $4,512-96.1% | $5,608-96.9% | $4,645-96.2% |