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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 | $2,838 | $58,057-95.1% | $97,032-97.1% | $86,983-96.7% |
| Participation rate | 80.6% | 60.4%+20.3pp | 71.6%+9.1pp | 69.5%+11.1pp |
| Annual return | 25.51% | 22.26%+3.2pp | 35.38%-9.9pp | 25.83%-0.3pp |
| Employer contribution / active EE | $529 | $1,663-68.2% | $2,629-79.9% | $2,584-79.5% |
| Participant deferral / active EE | $1,425 | $3,244-56.1% | $4,672-69.5% | $4,194-66.0% |
| Admin fee / account holder | $64 | $4,839-98.7% | $9,418-99.3% | $7,856-99.2% |