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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 | $126,661-87.4% | $113,397-85.9% | $138,895-88.5% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.5%+0.4pp | 79.9%-3.0pp |
| Annual return | 21.03% | 25.05%-4.0pp | 23.20%-2.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,836 | $3,456-46.9% | $2,977-38.3% | $4,194-56.2% |
| Participant deferral / active EE | $2,522 | $5,693-55.7% | $5,076-50.3% | $6,396-60.6% |
| Admin fee / account holder | $174 | $14,549-98.8% | $11,957-98.5% | $12,562-98.6% |