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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 | $5,393 | $76,551-93.0% | $123,894-95.6% | $62,881-91.4% |
| Participation rate | 74.4% | 73.0%+1.4pp | 81.4%-7.0pp | 69.3%+5.1pp |
| Annual return | 11.20% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $481 | $2,882-83.3% | $4,617-89.6% | $2,281-78.9% |
| Participant deferral / active EE | $2,310 | $4,840-52.3% | $5,984-61.4% | $3,203-27.9% |
| Admin fee / account holder | $216 | $4,826-95.5% | $8,357-97.4% | $4,296-95.0% |