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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 | $3,920 | $93,064-95.8% | $74,577-94.7% | $273,972-98.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 12.49% | 26.18%-13.7pp | 20.47%-8.0pp | 41.46%-29.0pp |
| Employer contribution / active EE | $234 | $3,160-92.6% | $2,525-90.8% | $4,869-95.2% |
| Participant deferral / active EE | $959 | $4,160-77.0% | $3,458-72.3% | $5,287-81.9% |
| Admin fee / account holder | $18 | $5,273-99.7% | $4,138-99.6% | $10,133-99.8% |