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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 | $1,997 | $43,075-95.4% | $74,577-97.3% | $62,881-96.8% |
| Participation rate | 84.4% | 58.1%+26.3pp | 68.1%+16.3pp | 69.3%+15.1pp |
| Annual return | 9.32% | 17.50%-8.2pp | 20.47%-11.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $415 | $1,498-72.3% | $2,525-83.6% | $2,281-81.8% |
| Participant deferral / active EE | $1,214 | $2,389-49.2% | $3,458-64.9% | $3,203-62.1% |
| Admin fee / account holder | $148 | $2,840-94.8% | $4,138-96.4% | $4,296-96.6% |