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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 | $18,539 | $157,829-88.3% | $136,867-86.5% | $198,609-90.7% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 21.51% | 51.25%-29.7pp | 42.97%-21.5pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,476 | $3,923-62.4% | $3,547-58.4% | $5,055-70.8% |
| Participant deferral / active EE | $3,592 | $5,463-34.2% | $4,924-27.0% | $6,977-48.5% |
| Admin fee / account holder | $262 | $11,107-97.6% | $10,340-97.5% | $19,030-98.6% |