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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 | $3,062 | $56,484-94.6% | $169,452-98.2% | $64,173-95.2% |
| Participation rate | 92.0% | 64.5%+27.5pp | 77.8%+14.2pp | 69.6%+22.4pp |
| Annual return | 15.51% | -1.55%+17.1pp | 1.83%+13.7pp | 7.63%+7.9pp |
| Employer contribution / active EE | $1,009 | $1,832-44.9% | $4,157-75.7% | $2,381-57.6% |
| Participant deferral / active EE | $1,499 | $3,448-56.5% | $5,277-71.6% | $3,470-56.8% |
| Admin fee / account holder | $287 | $4,174-93.1% | $9,110-96.9% | $4,887-94.1% |