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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 | $12,357 | $49,255-74.9% | $70,494-82.5% | $79,856-84.5% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 16.05% | 30.10%-14.0pp | 109.16%-93.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $723 | $2,100-65.6% | $2,738-73.6% | $2,471-70.7% |
| Participant deferral / active EE | $1,026 | $2,768-63.0% | $3,711-72.4% | $3,741-72.6% |
| Admin fee / account holder | $199 | $2,879-93.1% | $3,848-94.8% | $5,306-96.2% |