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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 | $5,696 | $58,600-90.3% | $83,327-93.2% | $64,173-91.1% |
| Participation rate | 93.4% | 72.0%+21.4pp | 77.8%+15.7pp | 69.6%+23.9pp |
| Annual return | 1.93% | 9.66%-7.7pp | 10.64%-8.7pp | 7.63%-5.7pp |
| Employer contribution / active EE | $881 | $2,098-58.0% | $3,379-73.9% | $2,381-63.0% |
| Participant deferral / active EE | $2,925 | $4,656-37.2% | $5,565-47.4% | $3,470-15.7% |
| Admin fee / account holder | $31 | $9,282-99.7% | $7,540-99.6% | $4,887-99.4% |