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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 | $13,339 | $124,425-89.3% | $112,040-88.1% | $137,256-90.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 12.91% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,509 | $3,411-55.8% | $2,954-48.9% | $4,156-63.7% |
| Participant deferral / active EE | $1,946 | $5,718-66.0% | $5,098-61.8% | $6,407-69.6% |
| Admin fee / account holder | $77 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |