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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 | $15,521 | $117,829-86.8% | $102,423-84.8% | $145,877-89.4% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 13.39% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,332 | $3,615-35.5% | $3,023-22.9% | $4,663-50.0% |
| Participant deferral / active EE | $3,577 | $5,732-37.6% | $5,054-29.2% | $6,691-46.5% |
| Admin fee / account holder | $144 | $13,335-98.9% | $9,455-98.5% | $13,402-98.9% |