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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 | $18,987 | $106,864-82.2% | $147,318-87.1% | $82,637-77.0% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 21.51% | 27.49%-6.0pp | 70.43%-48.9pp | 53.51%-32.0pp |
| Employer contribution / active EE | $1,704 | $3,417-50.1% | $4,593-62.9% | $2,552-33.2% |
| Participant deferral / active EE | $3,255 | $6,496-49.9% | $7,906-58.8% | $4,126-21.1% |
| Admin fee / account holder | $131 | $8,415-98.4% | $13,708-99.0% | $7,339-98.2% |