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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 | $5,390 | $76,834-93.0% | $108,359-95.0% | $87,485-93.8% |
| Participation rate | 95.3% | 61.7%+33.6pp | 70.1%+25.2pp | 68.9%+26.4pp |
| Annual return | 23.11% | 19.09%+4.0pp | 36.89%-13.8pp | 26.06%-3.0pp |
| Employer contribution / active EE | $469 | $1,556-69.8% | $2,399-80.4% | $2,596-81.9% |
| Participant deferral / active EE | $1,559 | $3,100-49.7% | $4,137-62.3% | $4,274-63.5% |
| Admin fee / account holder | $12 | $6,537-99.8% | $9,741-99.9% | $7,775-99.8% |