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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 | $5,847 | $54,763-89.3% | $90,324-93.5% | $72,976-92.0% |
| Participation rate | 88.5% | 65.2%+23.3pp | 73.3%+15.2pp | 69.5%+19.0pp |
| Annual return | 23.34% | 30.63%-7.3pp | 78.15%-54.8pp | 81.02%-57.7pp |
| Employer contribution / active EE | $385 | $2,093-81.6% | $2,856-86.5% | $2,440-84.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $290 | $3,973-92.7% | $5,356-94.6% | $5,124-94.3% |