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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 | $5,338 | $108,226-95.1% | $77,513-93.1% | $158,950-96.6% |
| Participation rate | 70.0% | 64.4%+5.6pp | 54.2%+15.8pp | 82.0%-12.0pp |
| Annual return | 21.82% | 31.67%-9.9pp | 54.81%-33.0pp | 302.91%-281.1pp |
| Employer contribution / active EE | $885 | $1,325-33.3% | $987-10.4% | $4,762-81.4% |
| Participant deferral / active EE | $1,036 | $2,456-57.8% | $1,861-44.4% | $5,983-82.7% |
| Admin fee / account holder | $57 | $3,710-98.5% | $2,859-98.0% | $11,248-99.5% |