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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 | $6,393 | $79,955-92.0% | $98,450-93.5% | $75,181-91.5% |
| Participation rate | 72.7% | 70.4%+2.4pp | 75.2%-2.4pp | 67.2%+5.5pp |
| Annual return | 21.30% | 19.75%+1.5pp | 21.16%+0.1pp | 160.69%-139.4pp |
| Employer contribution / active EE | $799 | $2,264-64.7% | $3,049-73.8% | $2,671-70.1% |
| Participant deferral / active EE | $1,884 | $3,752-49.8% | $4,739-60.2% | $4,126-54.3% |
| Admin fee / account holder | $86 | $6,841-98.7% | $8,961-99.0% | $5,650-98.5% |