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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 | $5,684 | $72,273-92.1% | $101,275-94.4% | $79,856-92.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.51% | 22.30%-1.8pp | 46.48%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $741 | $2,691-72.5% | $3,660-79.8% | $2,471-70.0% |
| Participant deferral / active EE | $2,770 | $3,282-15.6% | $4,371-36.6% | $3,741-25.9% |
| Admin fee / account holder | $187 | $4,401-95.7% | $5,948-96.9% | $5,306-96.5% |