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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 | $4,234 | $56,894-92.6% | $84,753-95.0% | $62,881-93.3% |
| Participation rate | 94.8% | 68.5%+26.3pp | 76.6%+18.2pp | 69.3%+25.5pp |
| Annual return | 9.35% | 6.30%+3.0pp | 22.78%-13.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,558 | $2,400-35.1% | $3,574-56.4% | $2,281-31.7% |
| Participant deferral / active EE | $1,396 | $2,709-48.5% | $3,712-62.4% | $3,203-56.4% |
| Admin fee / account holder | $59 | $3,581-98.4% | $5,333-98.9% | $4,296-98.6% |