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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 | $11,130 | $65,712-83.1% | $57,196-80.5% | $273,972-95.9% |
| Participation rate | 77.3% | 78.3%-1.1pp | 75.3%+1.9pp | 83.0%-5.7pp |
| Annual return | 7.33% | 22.01%-14.7pp | 14.59%-7.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $385 | $3,280-88.3% | $2,683-85.7% | $4,869-92.1% |
| Participant deferral / active EE | $1,578 | $3,782-58.3% | $3,096-49.0% | $5,287-70.2% |
| Admin fee / account holder | $122 | $4,838-97.5% | $3,141-96.1% | $10,133-98.8% |