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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 | $5,110 | $93,064-94.5% | $74,577-93.1% | $273,972-98.1% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 12.28% | 26.18%-13.9pp | 20.47%-8.2pp | 41.46%-29.2pp |
| Employer contribution / active EE | $347 | $3,160-89.0% | $2,525-86.2% | $4,869-92.9% |
| Participant deferral / active EE | $1,331 | $4,160-68.0% | $3,458-61.5% | $5,287-74.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |