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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 | $9,544 | $45,041-78.8% | $63,003-84.9% | $70,131-86.4% |
| Participation rate | 80.6% | 69.5%+11.0pp | 74.8%+5.7pp | 69.5%+11.0pp |
| Annual return | 13.05% | 18.76%-5.7pp | 87.59%-74.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $820 | $2,052-60.0% | $2,760-70.3% | $2,342-65.0% |
| Participant deferral / active EE | $1,389 | $2,465-43.7% | $3,329-58.3% | $3,332-58.3% |
| Admin fee / account holder | $152 | $2,836-94.6% | $3,600-95.8% | $4,645-96.7% |