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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 | $83,898-93.6% | $133,346-96.0% | $94,015-94.3% |
| Participation rate | 95.3% | 63.4%+32.0pp | 72.8%+22.5pp | 70.8%+24.5pp |
| Annual return | 23.11% | 16.00%+7.1pp | 36.85%-13.7pp | 17.84%+5.3pp |
| Employer contribution / active EE | $469 | $1,821-74.2% | $2,853-83.5% | $2,790-83.2% |
| Participant deferral / active EE | $1,559 | $3,245-52.0% | $4,332-64.0% | $4,249-63.3% |
| Admin fee / account holder | $12 | $7,809-99.8% | $14,264-99.9% | $8,951-99.9% |