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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 | $5,388 | $87,225-93.8% | $158,226-96.6% | $94,015-94.3% |
| Participation rate | 86.6% | 67.9%+18.6pp | 74.8%+11.7pp | 70.8%+15.7pp |
| Annual return | 21.44% | 16.34%+5.1pp | 501.41%-480.0pp | 17.84%+3.6pp |
| Employer contribution / active EE | $545 | $2,217-75.4% | $2,986-81.8% | $2,790-80.5% |
| Participant deferral / active EE | $1,538 | $3,405-54.8% | $4,317-64.4% | $4,249-63.8% |
| Admin fee / account holder | $278 | $7,888-96.5% | $10,217-97.3% | $8,951-96.9% |