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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 | $2,734 | $57,590-95.3% | $86,233-96.8% | $82,448-96.7% |
| Participation rate | 84.8% | 57.9%+27.0pp | 69.0%+15.8pp | 68.1%+16.8pp |
| Annual return | 26.96% | 22.41%+4.5pp | 61.39%-34.4pp | 41.64%-14.7pp |
| Employer contribution / active EE | $663 | $1,655-59.9% | $2,504-73.5% | $2,551-74.0% |
| Participant deferral / active EE | $1,141 | $3,080-62.9% | $4,559-75.0% | $4,139-72.4% |
| Admin fee / account holder | $205 | $4,730-95.7% | $8,342-97.5% | $7,234-97.2% |