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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 | $7,399 | $45,312-83.7% | $86,233-91.4% | $67,986-89.1% |
| Participation rate | 72.0% | 42.4%+29.6pp | 69.0%+3.0pp | 57.2%+14.8pp |
| Annual return | 23.12% | 24.79%-1.7pp | 61.39%-38.3pp | 31.67%-8.5pp |
| Employer contribution / active EE | $1,152 | $1,160-0.6% | $2,504-54.0% | $2,019-42.9% |
| Participant deferral / active EE | $738 | $2,185-66.2% | $4,559-83.8% | $3,358-78.0% |
| Admin fee / account holder | $60 | $3,295-98.2% | $8,342-99.3% | $3,203-98.1% |