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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 | $5,454 | $112,729-95.2% | $98,716-94.5% | $137,256-96.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 13.35% | 38.48%-25.1pp | 31.81%-18.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $794 | $2,725-70.9% | $2,279-65.1% | $4,156-80.9% |
| Participant deferral / active EE | $1,271 | $4,640-72.6% | $4,048-68.6% | $6,407-80.2% |
| Admin fee / account holder | $135 | $10,129-98.7% | $8,703-98.5% | $12,270-98.9% |