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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 | $5,928 | $88,707-93.3% | $74,184-92.0% | $273,972-97.8% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 8.70% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.8pp |
| Employer contribution / active EE | $873 | $3,159-72.4% | $2,370-63.1% | $4,869-82.1% |
| Participant deferral / active EE | $2,995 | $4,212-28.9% | $3,550-15.6% | $5,287-43.4% |
| Admin fee / account holder | $104 | $8,717-98.8% | $5,586-98.1% | $10,133-99.0% |