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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 | $73,787-92.7% | $98,716-94.5% | $82,448-93.5% |
| Participation rate | 95.3% | 61.4%+33.9pp | 69.3%+26.1pp | 68.1%+27.3pp |
| Annual return | 23.11% | 18.57%+4.5pp | 31.81%-8.7pp | 41.64%-18.5pp |
| Employer contribution / active EE | $469 | $1,511-68.9% | $2,279-79.4% | $2,551-81.6% |
| Participant deferral / active EE | $1,559 | $3,081-49.4% | $4,048-61.5% | $4,139-62.3% |
| Admin fee / account holder | $12 | $6,500-99.8% | $8,703-99.9% | $7,234-99.8% |