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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 | $16,793 | $54,541-69.2% | $78,778-78.7% | $70,124-76.1% |
| Participation rate | 89.6% | 60.8%+28.8pp | 69.2%+20.4pp | 69.5%+20.1pp |
| Annual return | 16.88% | 21.07%-4.2pp | 35.62%-18.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,623 | $1,089+49.1% | $1,986-18.2% | $2,342-30.7% |
| Participant deferral / active EE | $1,192 | $2,210-46.1% | $2,958-59.7% | $3,332-64.2% |
| Admin fee / account holder | $270 | $3,709-92.7% | $5,134-94.7% | $4,645-94.2% |