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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 | $5,290 | $81,358-93.5% | $155,556-96.6% | $80,959-93.5% |
| Participation rate | 95.0% | 66.3%+28.7pp | 78.2%+16.8pp | 67.7%+27.3pp |
| Annual return | 31.50% | 33.39%-1.9pp | 64.84%-33.3pp | 35.67%-4.2pp |
| Employer contribution / active EE | $1,304 | $3,106-58.0% | $4,675-72.1% | $2,757-52.7% |
| Participant deferral / active EE | $1,829 | $3,455-47.1% | $5,631-67.5% | $4,300-57.5% |
| Admin fee / account holder | $161 | $7,994-98.0% | $15,885-99.0% | $6,925-97.7% |