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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 | $19,508 | $153,311-87.3% | $109,313-82.2% | $273,972-92.9% |
| Participation rate | 93.8% | 80.1%+13.7pp | 71.3%+22.5pp | 83.0%+10.7pp |
| Annual return | 5.61% | 29.86%-24.3pp | 22.07%-16.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $943 | $5,619-83.2% | $3,892-75.8% | $4,869-80.6% |
| Participant deferral / active EE | $1,958 | $3,932-50.2% | $3,166-38.2% | $5,287-63.0% |
| Admin fee / account holder | $271 | $8,076-96.6% | $5,666-95.2% | $10,133-97.3% |