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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 | $5,467 | $46,877-88.3% | $122,354-95.5% | $70,124-92.2% |
| Participation rate | 85.2% | 58.2%+27.0pp | 71.6%+13.5pp | 69.5%+15.6pp |
| Annual return | 24.35% | 24.22%+0.1pp | 30.28%-5.9pp | 73.14%-48.8pp |
| Employer contribution / active EE | $700 | $1,288-45.6% | $4,051-82.7% | $2,342-70.1% |
| Participant deferral / active EE | $1,218 | $2,167-43.8% | $3,287-63.0% | $3,332-63.4% |
| Admin fee / account holder | $187 | $3,324-94.4% | $5,479-96.6% | $4,645-96.0% |