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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 | $24,461 | $94,529-74.1% | $140,019-82.5% | $64,173-61.9% |
| Participation rate | 92.3% | 84.1%+8.2pp | 87.5%+4.8pp | 69.6%+22.7pp |
| Annual return | 5.36% | 7.77%-2.4pp | 651.17%-645.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,573 | $3,812-58.7% | $5,605-71.9% | $2,381-33.9% |
| Participant deferral / active EE | $4,194 | $5,250-20.1% | $6,927-39.5% | $3,470+20.9% |
| Admin fee / account holder | $56 | $6,741-99.2% | $10,705-99.5% | $4,887-98.9% |