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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 | $8,067 | $54,757-85.3% | $90,300-91.1% | $72,983-88.9% |
| Participation rate | 87.8% | 65.1%+22.6pp | 73.3%+14.5pp | 69.5%+18.3pp |
| Annual return | 23.68% | 30.63%-7.0pp | 78.11%-54.4pp | 81.01%-57.3pp |
| Employer contribution / active EE | $756 | $2,092-63.9% | $2,854-73.5% | $2,440-69.0% |
| Participant deferral / active EE | $1,584 | $2,887-45.1% | $3,884-59.2% | $3,608-56.1% |
| Admin fee / account holder | $147 | $3,972-96.3% | $5,353-97.2% | $5,124-97.1% |