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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 | $8,235 | $78,015-89.4% | $178,505-95.4% | $80,959-89.8% |
| Participation rate | 95.9% | 65.7%+30.3pp | 77.1%+18.8pp | 67.7%+28.3pp |
| Annual return | 15.22% | 18.10%-2.9pp | 27.16%-11.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $644 | $2,281-71.8% | $3,955-83.7% | $2,757-76.6% |
| Participant deferral / active EE | $1,551 | $4,406-64.8% | $6,280-75.3% | $4,300-63.9% |
| Admin fee / account holder | $294 | $7,160-95.9% | $10,428-97.2% | $6,925-95.8% |