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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 | $17,054 | $73,978-76.9% | $96,515-82.3% | $75,173-77.3% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 15.56% | 26.72%-11.2pp | 35.73%-20.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $6,296 | $2,931+114.8% | $3,740+68.4% | $2,671+135.7% |
| Participant deferral / active EE | $1,763 | $3,660-51.8% | $4,880-63.9% | $4,126-57.3% |
| Admin fee / account holder | $225 | $5,219-95.7% | $6,735-96.7% | $5,651-96.0% |