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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 | $16,013 | $124,425-87.1% | $112,040-85.7% | $137,256-88.3% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 21.03% | 24.72%-3.7pp | 24.52%-3.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,836 | $3,411-46.2% | $2,954-37.9% | $4,156-55.8% |
| Participant deferral / active EE | $2,522 | $5,718-55.9% | $5,098-50.5% | $6,407-60.6% |
| Admin fee / account holder | $174 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |