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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 | $4,880 | $39,132-87.5% | $57,196-91.5% | $62,881-92.2% |
| Participation rate | 85.2% | 70.5%+14.7pp | 75.3%+9.9pp | 69.3%+15.9pp |
| Annual return | 29.02% | 9.24%+19.8pp | 14.59%+14.4pp | 20.14%+8.9pp |
| Employer contribution / active EE | $1,404 | $1,874-25.1% | $2,683-47.7% | $2,281-38.4% |
| Participant deferral / active EE | $1,076 | $2,374-54.7% | $3,096-65.3% | $3,203-66.4% |
| Admin fee / account holder | $17 | $2,594-99.3% | $3,141-99.5% | $4,296-99.6% |