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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 | $17,445 | $58,493-70.2% | $84,023-79.2% | $72,976-76.1% |
| Participation rate | 79.2% | 61.2%+17.9pp | 69.0%+10.1pp | 69.5%+9.7pp |
| Annual return | 24.52% | 28.93%-4.4pp | 71.32%-46.8pp | 81.02%-56.5pp |
| Employer contribution / active EE | $1,899 | $1,163+63.3% | $1,984-4.3% | $2,440-22.2% |
| Participant deferral / active EE | $2,720 | $2,394+13.6% | $3,239-16.0% | $3,608-24.6% |
| Admin fee / account holder | $264 | $4,569-94.2% | $6,102-95.7% | $5,124-94.8% |