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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 | $4,350 | $71,208-93.9% | $93,681-95.4% | $80,911-94.6% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.6%+24.7pp |
| Annual return | 11.90% | 11.27%+0.6pp | 133.47%-121.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $926 | $1,564-40.8% | $2,422-61.8% | $2,756-66.4% |
| Participant deferral / active EE | $1,543 | $4,035-61.8% | $4,415-65.0% | $4,297-64.1% |
| Admin fee / account holder | $212 | $6,951-96.9% | $8,290-97.4% | $6,935-96.9% |