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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 | $73,107-92.6% | $114,563-95.3% | $87,485-93.8% |
| Participation rate | 86.6% | 65.8%+20.8pp | 72.9%+13.7pp | 68.9%+17.6pp |
| Annual return | 21.44% | 19.47%+2.0pp | 241.09%-219.7pp | 26.06%-4.6pp |
| Employer contribution / active EE | $545 | $1,881-71.1% | $2,592-79.0% | $2,596-79.0% |
| Participant deferral / active EE | $1,538 | $3,144-51.1% | $4,142-62.9% | $4,274-64.0% |
| Admin fee / account holder | $278 | $5,770-95.2% | $7,623-96.3% | $7,775-96.4% |