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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 | $2,010 | $54,757-96.3% | $90,304-97.8% | $72,975-97.2% |
| Participation rate | 87.3% | 65.2%+22.1pp | 73.3%+14.0pp | 69.5%+17.8pp |
| Annual return | 22.30% | 30.63%-8.3pp | 78.13%-55.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $325 | $2,093-84.5% | $2,855-88.6% | $2,440-86.7% |
| Participant deferral / active EE | $882 | $2,887-69.4% | $3,885-77.3% | $3,608-75.5% |
| Admin fee / account holder | $147 | $3,973-96.3% | $5,354-97.3% | $5,124-97.1% |